Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

NotesBased on the security privileges assigned to your user account, you might not be able to qualify leadsthat you do not own. If you have to qualify them, you must get the necessary privileges. Also,regardless of who qualifies the lead and performs the conversion, all the newly created records are,by default, owned by the user who owned the original lead.Any notes on a lead record do not transfer to the new account, contact or opportunity record, andremain with the originating lead record.Qualify or convert multiple records at onceCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Sales PermissionsIf you need to disqualify a group of leads or if you decide a group of leads are all good, you do not have toprocess them one by one. Instead, put the leads into a marketing list, and then disqualify the whole group orqualify them by converting the whole group into accounts, contacts, or opportunities all in one step.1. Create a new marketing list.a. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.b. On the Actions toolbar, click New.c. In the Name box, type a name for the list, and in the Member type box, select Lead.d. Click Save.2. Under Details, click Marketing List Members.3. On the Actions toolbar, click Manage Members.4. In the Manage Members dialog box, click Use Advanced Find to add members, and then clickOK.5. Create a query to find the list of leads to disqualify or convert.a. From the Use Saved View list, select My Open Leads.b. Add any additional criteria you need to the query.TipIf this query is one that you will use again, click Save As, and specify a name for the query.6. To see the records, click Find.7. Select one of the option buttons at the bottom of the window either to add all the leads returned bythe search to the list or to add only selected leads to the list, and then click Add to MarketingList.8. In the marketing list, select multiple lead records:Select several records by pressing the CTRL key while you click each record.Select a sequence of records by clicking the first record that you want, and then press theSHIFT key while you select the last record that you want.262 Microsoft Dynamics CRM 4.0 User’s Guide