11/9/2026 6:31:52 AM
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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Leads and Opportunities
Posted: 06 Aug 08 5:38 PM
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Does anyone know of a way you can create an Opportunity for a Lead? Some of our folks do a lot of cold-calls and will be asked for a quote, but we don't really want to turn these into an Account if they are "just fishing". It appears to me this is not something we can do.
Thank you. |
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Re: Leads and Opportunities
Posted: 07 Aug 08 7:30 AM
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As Steve says.. not possible OOTB.. Even with the changes in 7.5 (Activities/History for Leads have been added) still not possible OOTB.
Two choices:
A - When an opportunity pops up for a lead, just convert the lead to an account/contact and have it build teh opp as part of the conversion (does this OOTB)
B - to mod SalesLogix you would need to add some fields to opp (ex:LEADID) and then basically re-write a chunk of things to make sure all of the account hooks were covered...
Remember, ACO (Account/Contact/Opportunity) was the original model (11 or so years ago).. and still is..
I'd vote for "A" as the approach that way you will not be pushing the rope uphill  |
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