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Associate lead to existing opportunity

Jul 18, 2017 at 07:03 PM

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Former Member

Hello,

In a case where a lead needs to be converted, but the opportunity was already created by someone else, is there an option to associate/link the lead to the existing opportunity without having to create a duplicate and delete the existing one?

Thanks!

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2 Answers

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Former Member Jul 20, 2017 at 09:01 AM
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There is no option to associate/link the lead to the existing opportunity

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Amit Kumar
Jul 22, 2017 at 06:25 PM
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Opportunity is follow-up document of lead. Once lead is converted to opportunity automatically follow-up and preceding documents will be visible under Document Flow tab.

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Former Member

Thanks Amit, yes, in theory, however, if a lead exists where an opportunity has already been created and I would like to associate the too, I am guessing this is not possible.

One thing that we have been able to do is add the lead as a contact to the opportunity, but first you have to associate the lead to an account which is what happens when you convert an opportunity to begin with ( the lead becomes a contact to the opporutnitiy).

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Former Member

Hello,

Has there been any progress in this ? Any plans of making this available?

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Fernanda,

First of all, please accept our apologies for the late reply in this thread. I hope you are having a good Tuesday there at Tait Limited.

I checked this situation in our latest test system (1805) and I can see no standard means to just associate a Lead to an existing Opportunity. Since this compromises the sales process (as you would have a Lead that has not achieved its end lifecycle but is linked to an opportunity, that is the next sales step and requires a solid, finished lead) this is currently not available for any user. It would degrade the consistency of the records across the whole sales process.

So, our suggestion is to seek our Customer Influence Site and submit a post detailing why this is important for your business needs. There, our Product Managers will evaluate its feasibility for a new release. Alternatively, you can see the help of a Custom Implementation Partner to see if this achievable with custom logic.

Looking to see your submission there, have a pleasant day ahead.

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