Can I move the history of a qualified lead to an account?

Posted on 2011-04-20
Last Modified: 2012-08-14
Hi Experts,
Our users want the history of a qualified lead to carry over to the newly created account in CRM, but by history, I mean a history of a custom entity tied to that lead.
The system shows you the originating lead id, and you can click that link and go to the lead that the new account was generated from, but they don't want to have to do that.
The process that this pertains to, however, has another custom entity, and that is what they want to carry over when the lead qualifies.  

We have a homegrown 'loyalty program' where you get a card with an ID on it, and each time you attend one of our events, we scan your card, so we know what you attend.  So in CRM, this custom entity hangs off of both leads and accounts, depending on what you are.  The account or lead has your unique id on it, then we have a custom entity where each event you attend, you get a new event hung off your account/lead (all this entity has is the event name, event location, and event date).
So in the case where a lead gets qualified and converted to an account, our people want all those events you have already attended to carry over to your account and hang off there instead of having to go back to the old lead to see what events people attended in the past.

My initial thought was a plugin that fired on the action of a lead getting converted to an account.  Is that do-able, or is not feasible to move entity and its attributes around once it is qualified?  If it is, can you give me some direction as to how to go about doing that so everything moves cleanly?  Thanks in advance for any responses.
Question by:bucball2007
    1 Comment
    LVL 6

    Accepted Solution

    It sounds to me that you should be able to use a plugin to do what you want, as long as your custom entity Event records are not in a read only state after being associated with the lead. When you qualify your lead, the lead becomes read-only, but it shouldn't effect related records (such as your custom event records).

    It seems your plugin could edit all events associated with the qualified lead, and assign them to the new account instead. Is this the direction you're looking for?

    Featured Post

    How your wiki can always stay up-to-date

    Quip doubles as a “living” wiki and a project management tool that evolves with your organization. As you finish projects in Quip, the work remains, easily accessible to all team members, new and old.
    - Increase transparency
    - Onboard new hires faster
    - Access from mobile/offline

    Join & Write a Comment

    This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
    Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
    Sending a Secure fax is easy with eFax Corporate ( First, Just open a new email message.  In the To field, type your recipient's fax number You can even send a secure international fax — just include t…
    Illustrator's Shape Builder tool will let you combine shapes visually and interactively. This video shows the Mac version, but the tool works the same way in Windows. To follow along with this video, you can draw your own shapes or download the file…

    728 members asked questions and received personalized solutions in the past 7 days.

    Join the community of 500,000 technology professionals and ask your questions.

    Join & Ask a Question

    Need Help in Real-Time?

    Connect with top rated Experts

    17 Experts available now in Live!

    Get 1:1 Help Now