Create, copy, or delete a lead [AX 2012]

Updated: March 6, 2011

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

  1. Click Sales and marketing > Common > Leads > All leads.

  2. Press CTRL+N to create a new line.

  3. Enter the subject and name of the lead.

    If you set the numbering sequence in the Sales and marketing parameters form, the Lead ID field is automatically populated. However, you can change the lead ID. If you set up manual numbering, you must enter a lead ID when you create a lead record.

  4. Enter the appropriate information for the new lead record.

    Enter as much information into the lead record as you can. Having detailed information about a lead can help you win a sale.

  1. Click Sales and marketing > Common > Leads > All leads. Select the lead record that you want to copy.

  2. Click Copy lead.

  3. In the Copy lead form, select the check boxes for the information that you want to copy to the new lead record, and then click OK.

When you delete a lead, you can also delete all associated activities, documents, responsibilities, campaigns, and contacts.

  1. Click Sales and marketing > Common > Leads > All leads.

  2. Select the lead record that you want to delete, and then click Delete.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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