Generate a lead or opportunity record from a campaign or call list target

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

After your organization runs a campaign, you will receive responses from the campaign’s target audience. You can generate new lead or opportunity records for parties who show interest in the campaign’s offering.

  1. Open the Call lists or Campaigns form, and then open the record that includes the list of targets to view.

  2. On the Targets FastTab, select the party record for which to generate a new lead or opportunity record.

  3. Click Generate, and then select Lead or Opportunity.

  4. Enter information about the lead or opportunity record.

Note

You can generate a lead or opportunity record for a call list target from the Call distributions form.

See also

Create, copy, or delete a lead

Create, copy, or delete an opportunity