Remove leads after converted to an opportunity?

Hello,

We have a requirement that the salespeople no longer have leads show up on the find screen after they have been converted to an opportunity. My thought was to create a script perhaps on the opp screen create script to set the lead_deleted field to 1 thereby removing the lead. However, I am not sure how to go about this as I am just getting started scripting in CRM. Any advice would be greatly appreciated.

  • 0

    Dewayne

    I would advise against marking the data as deleted. This is because the records would be suppressed not just from the search screens but from the easy ability to report on them. What if you management wants in the future to ask you to report on how many leads where created each month, or how many were converted to opportunities or lost.

    I think you will be better off creating a set of 'saved searches' and dynamic groups based on the lead table that only return the leads that have not been converted.

    If your sales people make use of the Interactive Dashboard then those active Leads can be presented there, and they can work directly on the leads.

  • 0

    Hey Jeff,

    Thank you for the prompt response. I guess I am missing something. Here is what is currently happening. When we convert a lead to an opportunity, the lead shows the status as opportunity, but the stage isn't being changed from its last state before converting to an opportunity. I updated those that were opps to be converted via SQL query, but I need to have a way to do this during actual time of lead conversion. That was my second go to after setting the delete flag to make crystal clear to the sales dept that this is no longer a lead and should not show up in the lead searches. I would love to hear how other people are handling this issue

    Thanks

  • 0

    Dewayne

    I helps to use the name of the field e.g. lead_stage or lead_status when discussing fields to be sure that there is no ambiguity. 'State' refers to the workflow condition and is not held as data in the Lead table.

    In a default system

    Lead_status is either 'In Progress', 'Opportunity' or 'Closed'.

    Lead_stage is one of the following values

    Assigned

    Contacted - Awaiting Reply

    Converted

    NewLead

    Rated

    These values are set by workflow and would not change when a lead is converted to an opportunity.

    My understand is that your sales people only want to search by default on 'In Progress' Leads.

    You can do this very easily by changing the way that they search.

    For example in Sage CRM 7.2 the following clientside code can be added to the Custom Content box of the LeadSearchBox

    [code language="javascript"]

    [/code]

    The script will make sure that the lead_status field is set default to 'In Progess' when even anyone enters the search screen. It can be changed by the user to allow them to search for leads that have that have the lead_status 'Opportunity' or 'Closed' or even to search for 'all'.

    N.B. A system administrator could use a create script and add

    DefaultValue='In Progress' but because of the very particular way that the DefaultValue property is really designed for screens inserting data rather than searching for data the 'default value' can be lost when a user moves backwards and forwards through the screens or clears the search box with the clear button.