Overview

Lead Association in Opportunity ensures accurate record-keeping and efficient workflow by linking leads with opportunities.

• Seamless Lead Association: Connect existing leads to opportunities effortlessly.

• Direct Lead Creation: Create a new lead from the Opportunity module if no match is found.

• Improved Efficiency: Eliminates the need to switch to Lead Manager, streamlining the process.

This feature speeds up lead management, ensuring a smoother and more efficient workflow.

Plan & Permissions

• Plan Requirement: The Opportunity Module should be enabled for the account.

• Permissions: Users must have access to the "Associate Lead" functionality.

Step-by-Step Guide to Associate a Lead from Opportunity

1. Search for a Lead

1. Navigate to the Opportunity module.

2. In the Associate Lead form, enter the lead’s email, mobile number, or name.

3. If a matching lead is found, click on the displayed lead card to associate it with the opportunity.

2. Create a New Lead (If No Match Found)

1. Click on the Create Lead button.

2. Enter the required lead details.

3. Click Save.

4. If a lead with the same email or mobile number already exists, the system will prompt you to select the existing lead.

3. Associate Lead with Opportunity

1. After creating or selecting a lead, complete the opportunity logic fields.

2. Click Associate.

3. If an opportunity with the same logic already exists, the system will notify you.

4. Once confirmed, the lead will be successfully associated with the opportunity.

Points to Keep in Mind

• You can search for leads using email, mobile number, or name.

• The system automatically performs duplicate checks to prevent redundant data.

• You can associate only one lead per opportunity.

• If no matching lead is found, you can create a lead instantly from the Opportunity module.

Conclusion

Lead Association in Opportunity simplifies the process of linking leads with opportunities, reducing extra steps and improving efficiency. It ensures data accuracy by preventing duplicates and provides a structured workflow for smooth lead management.

• Time-Saving Workflow: Create and associate leads within the Opportunity module without switching screens.

• Data Accuracy: Prevents duplicate entries by checking for existing leads and opportunities.

• User-Friendly Process: Built-in guidelines and prompts make lead creation and association straightforward.

This feature enhances productivity, maintains data integrity, and ensures a seamless lead management experience.