Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Removing Lead Entity

  • 1.  Removing Lead Entity

    Posted Jul 02, 2020 04:32 PM
    Hello CRMUG!

    Recently, there was a discussion had where it was suggested we remove the Lead entity and only work with the Opportunity entity in order to make things "simpler". I was wondering what thoughts are on the matter as well as potential pros and cons? I was also wondering if anyone has any experience with this and if so, how did it go?

    Thanks!


    ------------------------------
    Ian Fineberg
    Kemper System America Inc
    West Seneca NY
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Removing Lead Entity

    TOP CONTRIBUTOR
    Posted Jul 03, 2020 03:14 AM
    @Ian Fineberg I think it depends very much on your sales process, industry and also if your are within B2B or B2C.

    In our case, we are not using the lead entity. When there's something that is interesting to us and could turn into a sale (which is a future project), we simply create an opportunity and keep it in the first sales stage. That means that is something we keep and eye out for but we haven't yet started to actively pursue the opportunity. However, we can see it in our pipeline and decide, based on an assessment, when to move forward with the opportunity.

    However, if you are working with cold canvassing and online channels I think it makes much more sense to use the lead entity.

    In our case, I think in the future we will use the lead entity (or perhaps a custom entity) for events happening on our website. E.g. someone signs up for a newsletter, views a presentation via a tracked URL and things like that.

    ------------------------------
    BR,
    Niels
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role