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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.

Category: Lead Management
STATUS DETAILS
Completed
Ideas Administrator

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.

Comments

H

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

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