Qualify Leads in CRM 2013 – What happened to the “Convert Lead” dialog box?

When the CRM 2011 Rollup 12 came out, there was a bug around the “Convert Lead” dialog box no longer appearing during the lead qualification process. Microsoft was originally supposed to release a fix for it in a future release and in the meantime, there was a way to get it to work with “old” CRM forms. It was essentially about adding the Currency field to the form (see details here). Since the new UI came out, it seems the Convert Lead dialog box is gone for good.

Going forward, we now have the possibility to select the existing contact and account directly in the lead record. If none of the value is selected, an Account and a Contact gets created. This avoids additional processing prior to the lead qualification and removes the need to have the “Convert Lead” dialog.

This applies to CRM 2011 Online (instances that haven’t been upgraded to CRM 2013 yet) and all CRM 2013 installation types.

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3 thoughts on “Qualify Leads in CRM 2013 – What happened to the “Convert Lead” dialog box?

  1. This is very good way to deal with the qualification process of Leads. It allows the user to update the lead at with the valid contact and account as the lead is being qualified. Great improvement.

  2. Hi,

    Do you have any idea as of how to call the old conversion dialog? It is still there, in its ‘belly’, but I cant figure out what params to pass in order for it to work.

    Thanks,
    Sander

    • Sander – I wouldn’t recommand using the old conversion dialog because it will be unsupported. You can create a dialog process to achieve the same goal or a custom web resource in which you will write the logic and rules yourself.

      HTH
      Salim

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