A Lead is Qualified and becomes an Opportunity when there’s a high prospect of the deal closing. The workflow in Microsoft Dynamics 365 defaults to creating an Account, Contact and Opportunity once a Lead is Qualified. Keep in mind that the system default settings automatically create the Account and Contact once the Lead is Qualified unless otherwise specified. Follow the following steps to qualify multiple leads simultaneously:
Open Dynamics 365 Sales, go to the wheel widget in the top right corner of the screen, click and scroll down to Advanced Settings
Once in Advanced Settings, the Business Management screen will appear but click on the dropdown arrow beside Settings
Go into Administration
System Settings, Sales and scroll down to Qualify lead experience to verify Account, Contact and Opportunity settings before starting
After verifying system default settings, go to Sales, Leads and using the arrow beside My Open Leads, select My Open Leads
Select all the New Leads that you’d like to Qualify in Bulk by selecting the checkbox in the upper left column. This will automatically select every item below and you can unselect the Leads you want to exclude.
Click on Qualify to qualify all if the Leads you’ve selected. You will see a Processing box appear on your screen.
Once the Qualifying process completes, the screen will appear empty and there will be no open Leads
Next, verify that your Leads have been qualified and that Accounts, Contacts and Opportunities and have been created. In this example, Sally Shoe will be used to verify that the process completed.
Verify the Contact
Verify the Opportunity
Verify the Active Account
If you and your team have any questions or would like to discuss how to improve your Business processes, please contact us at The Marks Group. Thank you for your time and consideration.
