Dynamics is focused on a 1:1 relation between a lead and an opportunity. This is not very helpful for B2B-sales. I give you two examples, why this is very inconvenient:
1) Frequently, I have multiple persons (=leads) in an potential customer organization that I try to get in contact with. If an opportunity arises from these leads, usually its only one opportunity, but more than one of the leads are involved in the same oportunity! Thus, I want to qualify one of the leads to create the opportunity, and want to convert the other leads into contacts to assign them to the opportunity - as it is not possible to assign leads to opportunities.
2) Very often I have the case that I cannot qualify a lead, as no opportunity arises. However, I want to keep the person in my database for e.g. mailing purposes. Then, I don't want to have this person not as a lead anymore, as there are no sales activites and leads should be used to prioritize sales. However, I want to have him as a contact. Thus, I need a way to convert a lead into a contact without
Suggested solution: when qualifying a lead, it must be possible to chose which entity is created from this lead. Here, two options are enough: a) opportunity and contact b) only contact.
The forced creation of an opportunity is not useful for B2B-Sales with many persons involved.
Comments
Currently, we have to awkwardly tell users that we are training to "delete" the new Opportunity if, in fact, there isn't one. This requires delete rights, which in some cases we don't want them to have, and it also is an obvious "workaround" for an application feature that doesn't "work the way you work". Certainly there is an elegant way of doing this better. How about "Qualify with Opportunity" and "Qualify-Contact Only" as two workflow options??
Category: Lead Management
This change in 2013 is a real problem, and we're now avoiding using leads - in B2B we probably only want about 1 Opportunity directly from every 10th lead, so we cave to cancel the other 9. Users don't have delete rights. Our Opportunities have a number of mandatory fields, so before an Opportunity can be cancelled these must all be filled in - complete waste of user time, and a big turnoff to Dynamics CRM. Please restore the 2011 functionality
Category: Lead Management
This is the same suggestion as has been raised at least three times before. The master thread for these is here: https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/788842 Please vote for that one if you want to see this feature re-considered.
Category: Lead Management
This is a big deal. Dynamics used to have this, then Microsoft took it away. The fact that there are only 9 votes lead me to believe that there aren't a lot of folks using LEADS. Not every interaction with a lead produces a new Opportunity, however most sellers want to convert that lead to a contact - and keep the related sales activities in tact for perpetuity (especially in environments where multiple sellers are calling on the same contact) How can we get this feature back??? Thank you, Jeanette Monachello ICF International
Category: Lead Management
we�ve archieved this using a custom plugin to suppress opportunity creation when qualifying a lead (in CRM 2016). happy to share the code with you if you want.
Category: Lead Management
This change in 2013 is a real problem, and we're now avoiding using leads - in B2B we probably only want about 1 Opportunity directly from every 10th lead, so we cave to cancel the other 9. Users don't have delete rights. Our Opportunities have a number of mandatory fields, so before an Opportunity can be cancelled these must all be filled in - complete waste of user time, and a big turnoff to Dynamics CRM. Please restore the 2011 functionality
Category: Lead Management
This is the same suggestion as has been raised at least three times before. The master thread for these is here: https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/788842 Please vote for that one if you want to see this feature re-considered.
Category: Lead Management
Hi H-L! Thanks for taking the time to report this feedback. This is a great suggestion and we do understand the problem. We are tracking this suggestion and will consider it in our roadmap. We sincerely apologize for the inconvenience and thank you for your patience. Let us know if you have any other questions! Daniel
Category: Lead Management
This is the same suggestion as has been raised at least three times before. The master thread for these is here: https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/788842 Please vote for that one if you want to see this feature re-considered.
Category: Lead Management
This is a big deal. Dynamics used to have this, then Microsoft took it away. The fact that there are only 9 votes lead me to believe that there aren't a lot of folks using LEADS. Not every interaction with a lead produces a new Opportunity, however most sellers want to convert that lead to a contact - and keep the related sales activities in tact for perpetuity (especially in environments where multiple sellers are calling on the same contact) How can we get this feature back??? Thank you, Jeanette Monachello ICF International
Category: Lead Management
Paramita Chatterjee (administrator) on 8/13/2020 5:06:14 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.