An Lead in Dynamics CRM is always a person(Contact). Is it possible to change it such that a Lead points to an organization(Account)? In the business scenario that I am working on, the lead is supposed to be a company and not a person. The rest of the qualification process is fine. If the above is not possible, can I create a custom entity that can be qualified into an opportunity? If yes, how?
1 Answers
2
votes
By default a Lead already has lookups to both Contact and Account.
You could change the LastName field on Lead from Business Required to Optional and remove the FirstName and LastName field from the form (and the Existing Contact-field from the BPF, depending on your version of CRM).
When qualifying the lead with the above changes in place, no contact will automatically be created. Your leads will thus in essence be changed to only relate to Accounts.
