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

Select all records on the page by selecting the Select/clear all records on this page checkbox at the top of the list.TipBy default, the Microsoft Dynamics CRM Web application displays 50 records per page. You can increasethe number of records displayed and thereby increase the number of records you can select at one time. Todisplay up to a maximum of 250 records per page:4. On the Tools menu, click Options.5. On the General tab, in the Records Per Page list, select the number of records to displayper page.6. Click OK.This changes the number of items that is displayed for all lists, which may slow response time when youswitch record types. Therefore, you might want to set it back to a smaller number when you are done withthis bulk action.Lead.After you select the leads you want to convert, on the More Actions menu, click ConvertIn the Convert Lead dialog box, disqualify the leads, or select the record types to convertthe leads to, and then click OK. The leads will still appear on your marketing list, but will no longerappear in your My Open Leads view.Disqualify and close a leadCan 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 PermissionsWhen you decide that a lead will not turn into an opportunity or become a customer, you can disqualify it and stillhave an audit trail for your sales process. If you delete a lead, rather than disqualify it, any attachments or noteswill be removed. If a lead you disqualify contacts you in the future, you have the option of reactivating the recordwithout having to re-enter all the data.1. In the Navigation Pane, click Sales, and then click Leads.2. In the list of leads, open the lead you want to disqualify.3. On the Standard toolbar, click Convert Lead.4. In the Convert Lead dialog box, select Disqualify, and then from the Status list, select an option.5. Click OK.6. On the Standard toolbar, click Close.NoteDisqualified leads appear in the Closed Leads view.Microsoft Dynamics CRM 4.0 User’s Guide 263