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Advice about Lead Creation

  • 1.  Advice about Lead Creation

    GOLD CONTRIBUTOR
    Posted 21 days ago
    We have situations where we have multiple contacts from the same company that come in as leads.  Our current procedure is that we do not create an account until a lead is qualified.  It doesn't make sense to me to create multiple leads for the same company, yet we do not want to create an account for leads that may be disqualified.

    How do other organizations handle this scenario?

    Thanks.


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    Karen Bebow
    Information Systems Manager
    Powell Fabrication & Mfg LLC
    St. Louis MI
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Advice about Lead Creation

    SILVER CONTRIBUTOR
    Posted 20 days ago
    Hi @Karen Bebow,

    If there are multiple Leads from the same Company I would have all the Leads assigned to 1 Sales Person. Then when they have been able to qualify it they can convert the other Leads into the Company record they have created from the Qualification process. That's my ideal way of working it anyway!

    Jess​

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    Jessica Howes
    Microsoft Dynamics Specialist
    Opus
    Reigate
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Advice about Lead Creation

    GOLD CONTRIBUTOR
    Posted 20 days ago
    Hi Karen,

    One option is to build a duplicate detection rule against Account Name, then when a user qualifies the lead, a popup window will ask to choose account and contact, then the user could choose the existing account but new contact.

    Thanks,

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    Junbin Duan
    Senior Application Developer
    National Research Council Canada
    Ottawa ON
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Advice about Lead Creation

    Posted 20 days ago
    Hi Karen,

    We had a requirement that was similar in that there were multiple Leads for the same company coming in. To relate them together we created a lookup field on the Lead record called Primary Lead. This was a lookup back to the Lead entity.
    The owner would choose one of the Leads to be the Primary Lead and all the rest would reference that Lead in the Primary Lead field. This allowed them to filter views to show just Primary Leads (Primary Lead field is null) or Associated Leads (subgrid on Lead or view where Primary Lead contains data). If the Primary Lead was Qualified they could bulk update the Existing Account field with the newly created Account and then bulk Qualify the associated Leads or just bulk Disqualify them.

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    Scott Florance
    Business Applications Consultant
    KTL Solutions, Inc, Frederick MD
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Advice about Lead Creation

    SILVER CONTRIBUTOR
    Posted 20 days ago
    In my previous job we did this - multiple salespeople could have the same company as a lead with a different contact.  The first one that qualified won - if anyone tried to qualify after that, the duplicate detection rules would stop them from qualifying.  I had a workflow that I ran every six months that disqualified any non-qualified leads that were six months old or older or were for a company that already had an active account (power automate would be a better option now but it didn't exist back then).

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    Terry Letkeman
    Bespoke Technology Services
    Winnipeg
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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