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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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From Lead to Account: Conversion

Figure 6.18 shows the change from Lead entity to the more complex Account entity and related entities.

Figure 6.18. From lead to prospect.

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Microsoft Dynamics CRM has a conversion process that takes a flat Lead entity and expands it to the dimensions needed to track a complex company and sales process. A Lead entity can be converted into an Account entity, a Contact entity, or an Opportunity entity. You have the choice of converting a Lead entity to all three or any combination of the three. Depending on the company, you might find that all three entities are used or that only one is used. Even within the Microsoft ...

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