Qualifying Leads Without Creating Opportunities - Megan V. Walker

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Every place a page here uses this source, in the order the words come in it.

1. *END UPDATE – 2020/05/12* “It can be helpful to see how many Contacts at a company are going on a journey with you which is very difficult with multiple leads not linked in any way.” We can’t modify the existing process, but we can hide the ability to run that, and create a new process instead. First, make sure you remove the existing Business Process Flow which you can do by following the steps here. Now let’s create a new field on the lead entity called ‘Convert Lead’ using two options of Yes and No, with No being the default value. Add it to your Lead form just so you can use it for testing. You won’t need it on there once you’ve finished as it’s just going to be used as a trigger for some workflows. Make sure you have a section on the form to display the Account record and the Contact record that will be created once the Lead is Qualified.

   In Account-contact mapping

2. *END UPDATE – 2020/05/12* “A lead comes in and if qualified it becomes an Opportunity for someone to work through and hopefully win.” We can’t modify the existing process, but we can hide the ability to run that, and create a new process instead. First, make sure you remove the existing Business Process Flow which you can do by following the steps here. Now let’s create a new field on the lead entity called ‘Convert Lead’ using two options of Yes and No, with No being the default value. Add it to your Lead form just so you can use it for testing. You won’t need it on there once you’ve finished as it’s just going to be used as a trigger for some workflows. Make sure you have a section on the form to display the Account record and the Contact record that will be created once the Lead is Qualified.

   In Lifecycle segmentation