User should be given the option of whether to create an Opportunity or not when qualifying a Lead
Comments
I agree with Chistopher, I have the need of create only a contact when I qualify the original lead, because we have an auto numeric that adds one when we qualify the lead as an oportunity. The actual qualification make us to have a fake data when we try to analize the results. I hope Microsoft change this in the future, they can use a check box that allows the user choose what they can create.
Category: Account, Contact, Calendar and Activity Management
Thank you for the feedback. We will investigate this for a future release of Microsoft Dynamics CRM.
Category: Account, Contact, Calendar and Activity Management
I agree with Chistopher, I have the need of create only a contact when I qualify the original lead, because we have an auto numeric that adds one when we qualify the lead as an oportunity. The actual qualification make us to have a fake data when we try to analize the results. I hope Microsoft change this in the future, they can use a check box that allows the user choose what they can create.
Category: Account, Contact, Calendar and Activity Management
Thank you for the feedback. We will investigate this for a future release of Microsoft Dynamics CRM.
Category: Account, Contact, Calendar and Activity Management
Paramita Chatterjee (administrator) on 8/13/2020 5:05:22 AM
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
Sincerely,
Paramita Chatterjee
PM, Microsoft.