Manage leads - Project Operations Core

Applies To: Project Operations Core

Project-based leads can be managed and qualified in Project Operations. The process of lead management includes creating work-based leads and qualifying those leads.

List of Project sales leads

In the Sales section, in the left navigation pane, open the Leads list page to view a list of all lead records in the system. The leads in the list are work-based and other types of leads that can be created if you also have the Dynamics 365 Sales or Dynamics 365 Field Service applications.

You can create a filtered view to see only project-based leads by creating a filter on the Type value. For example, you can select to show only work-based leads.

Creating a new lead for a project-based deal

When a project-based lead is qualified, an opportunity and an account are created. A project-based opportunity is the starting point for sales pursuit activities in the Opportunity phase. Project-based opportunities have unique capabilities that are required for selling project work. These capabilities include:

• Time and material and Fixed Price billing methods
• Multiple date effective price lists for human resources, expenses, and material incurred on projects.

For a qualified lead to automatically create an opportunity, set the Type attribute to Work-based when you create the lead. If you choose a different type, the lead won't create a project-based opportunity when it is qualified. If the project-based opportunity isn't created, the project-specific capabilities won't be available in the downstream sales processes.

The following table includes important field information for a lead, and the downstream implications of those fields.

Field	Location	Description	Downstream impact
Topic	General tab	This text field and should contain a short description of the deal.	The topic of the lead will default as the topic of the Opportunity, and the name of Quote and Project contract.
Type	General tab	This option set field has the following options: - Work-based (available only when Project Operations is installed) - Item-based (available only when Project Operations and Sales are installed) - Service maintenance-based (available when Field Service is installed)	When the value of this field is set to Work-based on the lead, the lead is qualified to create a Project-based Opportunity. A project-based opportunity is required to enable all project-specific extensions and functionality in the downstream sales process for this deal.
First name	General tab	First name of the prospect's contact	When the lead is qualified, an account, contact, and opportunity are created. The first name of the contact is the value set here.
Last name	General tab	Last name of the prospect's contact	When the lead is qualified, an account, contact, and opportunity are created. The last name of the contact is the value set here.
Company	General tab	Name of the prospect customer's company	When the lead is qualified, an account, contact, and opportunity are created. The name of the account created is the value set here.
Currency	Details tab	Prospect customer's currency	When the lead is qualified, an account, contact, and opportunity are created. The currency of the account created is the value set here.

Qualify a new project-based lead

Leads that have the Type value set to Work-based are called project-based leads. When a project-based lead is qualified, the following is created:

• An account that uses the Company field from the lead.
• A contact record associated to the account based on the values in the First Name and Last Name fields on the lead.
• A project-based opportunity that has the Type field set to Work-based.

For more detailed information on qualifying leads, see Qualify or convert leads.

Business process flow for project-based deals

The following business process flows are supported for project-based deals in Project Operations:

• Lead to Opportunity business process
• Opportunity sales process

The Lead to Opportunity business process supports the following stages:

Stage name	Mapped entity	Functionality
Qualify	Lead	Qualify the lead to create an account, contact, and an opportunity.
Develop	Opportunity	Develop the opportunity to add more information on the work involved, key stakeholders, and competition.
Propose	Opportunity	Develop the proposal and get approval from the internal review team.
Close	Opportunity	Win the opportunity to close the deal.