What happens when a lead is converted to multiple entities?
In sales process, the life of a lead comes to an end, in the following scenarios - the lead gets disqualified, the business is closed in the lead stage, the lead get transformed to a
- probable business opportunity (deal) or
- a contact who may bring business opportunity in the furture or
- a company, in case of account based marketing.
The article describes the outcomes of the Lead Conversion process, when multiple entities (Deal, Contact and Company) are selected during the Conversion process.
Prerequisites
- Permissions : Any user with permission to Edit Leads, Contacts, Deals and Companies.
- Product Plans : All
- Activities to be Completed : Lead Creation
Conversion Matrix
The following table describes the different scenarios of converting a lead. The columns from 2 to 4 describe the user input in the Lead Conversion form pertaining to Deal, Contact and Company. The column 5 describes how the lead conversion process will be executed based on the given set of user inputs.
| S.No | Deal | Contact | Company | Outcome |
| 1 | Create New Deal | No Selection | No Selection | New Deal is created without being associated to a company or contact. |
| 2 | Create New Deal | Create New Contact | No Selection | New Deal is created. New Contact is created. Contact is associated with the new Deal. No company is associated with Deal and Contact. |
| 3 | Create New Deal | Choose Existing Contact | No Selection | New Deal is created and the selected contact is associated with the Deal. |
| 4 | Create New Deal | No Selection | Create New Company | New Deal is created. |
| 5 | Create New Deal | Create New Contact | Create New Company | New Deal is created |
| 6 | Create New Deal | Choose Existing Contact | Create New Company | New Deal is created New Company is Created. Contact & Company is associated with the Deal. Contact & Company associated with each other, if there is no company associated with the Contact already. if there is a company already associated with the Contact, it remains unchanged |
| 7 | Create New Deal | No Selection | Choose Existing Company | New Deal is created. |
| 8 | Create New Deal | Create New Contact | Choose Existing Company | New Deal is created |
| 9 | Create New Deal | Choose Existing Contact | Choose Existing Company | New Deal is created |
| 10 | Choose Existing Deal | No Selection | No Selection | Lead is converted to an Existing Deal. |
| 11 | Choose Existing Deal | Create New Contact | No Selection | New contact is created. |
| 12 | Choose Existing Deal | Choose Existing Contact | No Selection | Selected Contact associated with Deal. If a company is already associated with the selected contact, the existing association is not changed. |
| 13 | Choose Existing Deal | No Selection | Create New Company | This scenario is applicable only if a company is not associated with the Deal. New Company is created and it is associated with the Deal. if there is a company already associated with the Deal, then when user clicks the 'Company Check box' following events occur- 1) 'Choose Existing Company' radio button is auto-selected and the associated company is auto-populated. 2) The entire 'Company' section will be uneditable. |
| 14 | Choose Existing Deal | Create New Contact | Create New Company | This scenario is applicable only if a company is not associated with the Deal. New Company is Created. Contact & Company are associated with the Deal. Contact & Company are associated with each other. if there is a company already associated with the Deal, then user will not be permitted to choose a company |
| 15 | Choose Existing Deal | Choose Existing Contact | Create New Company | This scenario is applicable only if a company is not associated with the Deal. Contact & Company are associated with the Deal. Contact & the new Company are associated with each other, if there is no company already associted with the Contact. if there is a company already associated with the Deal, then user will not be permitted to choose a company. |
| 16 | Choose Existing Deal | No Selection | Choose Existing Company | This scenario is applicable only if a company is not associated with the Deal. if there is a company already associated with the Deal, then user will not be permitted to choose a company and will be presented with a message describing the scenario. |
| 17 | Choose Existing Deal | Create New Contact | Choose Existing Company | This scenario is applicable only if a company is not associated with the Deal. Contact & Company is associated with the Deal. Contact & Company associated with each other. if there is a company already associated with the Deal, then user will not be permitted to choose a company and will be presented with a message describing the scenario. |
| 18 | Choose Existing Deal | Choose Existing Contact | Choose Existing Company | This scenario is applicable only if a company is not associated with the Deal. Contact & Company associated with each other, if there is no company associated with the Contact. if there is a company already associated with the Deal, then user will not be permitted to choose a company and will be presented with a message describing the scenario. |
| 19 | No Selection | No Selection | No Selection | Lead is converted without being associated to a Deal, company or Contact |
| 20 | No Selection | Create New Contact | No Selection | New contact is created. No company or Deal is associated with the Contact |
| 21 | No Selection | Choose Existing Contact | No Selection | Lead is converted into an existing Contact. The company and deal associated with the Contact remains unchanged. |
| 22 | No Selection | No Selection | Create New Company | New Company is created and it is not associated with a Deal or a Contact |
| 23 | No Selection | Create New Contact | Create New Company | New contact is created. New Company is Created. Contact & Company are associated with each other. |
| 24 | No Selection | Choose Existing Contact | Create New Company | This scenario is applicable only if a company is not associated with the Contact. Contact & the new Company are associated with each other, if there is no company already associted with the Contact. if there is a company already associated with the Contact, then user will not be permitted to choose a company and will be presented with a message describing the scenario. |
| 25 | No Selection | No Selection | Choose Existing Company | Lead is Mapped to the Existing Company The contacts or deals associated with the selectd company remains unchanged. |
| 26 | No Selection | Create New Contact | Choose Existing Company | New contact is created. Contact & the selected Company associated with each other. |
| 27 | No Selection | Choose Existing Contact | Choose Existing Company | This scenario is applicable only if a company is not associated with the selected Contact. if there is a company already associated with the Contact, then user will not be permitted to choose a company and will be presented with a message describing the scenario. |
Once a lead is converted, the user will not be able to edit the Lead. Also the user will not be able to add tasks for the converted lead. The deal, contact and company associated with the Lead can be seen in the Lead Details page. There will not be any restriction in adding notes in the Lead details page.
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