Opportunities & Leads

[Yadish]

Hello,

I would like to know if there is a possibility of link the opportunities with a lead; normally they are linked to an account/contacts. Any option or module?

Thanks,

Yadish

[andopes]

Hi Yadish

When converting a Lead you can create an opportunity which will be related to account and lead.
You can create an opportunity related to the account and contact.
After created you can select a lead from Leads subpanel.

Cheers

[Yadish]

Thank You andopes!
You are Hero!

[Yadish]

One more question,

The customer want to link the opportunity to a lead, but they don't want to covert him to an account. They want to have account only when they close the sale, but before that, they want to manage it as leads, but linked to an opportunity. Is that possible?

[zhuxiaonuan]

I am a new

[andopes]

Hi Yadish

You will face error while trying to create an Opportunity to a Lead without creating an Account.
An Account is required for an Opportunity.

Cheers