A company uses Dynamics 365 Sales. You disqualify a lead. On a later date, the lead shows interest in buying a product that the company sells. You need to convert the lead to an opportunity and…

Question

Options

• AQualify the closed lead as an opportunity.
• BQualify the reactivated lead to an opportunity.
• CConvert the copied lead to an opportunity.
• DUse the Reactivate Lead functionality to reopen the lead.
• ECreate a copy of the lead with data from the original lead.

• A
  3% (1)
• B
  77% (24)
• C
  13% (4)
• E
  6% (2)

Explanation

When a lead has been disqualified (closed), the correct process to convert it to an opportunity while preserving all history is: first, use the 'Reactivate Lead' functionality to reopen the closed lead - this restores the lead to an active state while keeping all original data and history intact. Then, qualify the now-reactivated lead to create an opportunity, contact, and/or account linked to it. Qualifying a closed lead directly is not supported without reactivation. Creating a copy or converting a copied lead would lose the original lead's linked history and activities. Reactivating first, then qualifying, is the only workflow that preserves the full audit trail.

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