Hello,
There is a huge functional regression between CRM2011 and CRM2013, very well described here: http://crmtipoftheday.com/2015/02/09/qualify-lead-crm-2011-vs-crm-2015/
This is an issue in our current way of working: Leads are created during shows, and are then converted to either new accounts or new opportunities, depending on maturity.
When our sales managers want to qualify a lead to a new account or contact, they face this dilemma:
- either they disqualify the lead and recreate manually the new entity: a loss of time, and we cannot track anymore the success rate of the different shows or campaigns
- either they qualify it, thus generating an opportunity and a contact, but then they have to mark their opportunity as lost (they cannot delete it). Which is also not satisfying.
I understand the shift towards the no-popup ergonomics and all, but this should not be at the price of losing such a feature.
What's your proposal to work around this issue ?
Comments
The ability to take a lead and convert it to an Account and Contact (and not an opportunity) is used for many different needs. It is great for small runs of data migration for instance and for data cleansing and cleanup. Additionally you can qualify a lead and not be ready to track an opportunity. I agree that this feature should be put back into the system and have voted for such. Anne Stanton
Category: Account, Contact, Calendar and Activity Management
OK, apparently new cases have been open since on this request: https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/788842 https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/779260 https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/920180 Not far from 100 votes or so if you add them up, any feedback regarding this request ???
Category: Account, Contact, Calendar and Activity Management
Paramita Chatterjee (administrator) on 8/13/2020 5:11:20 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.