Lead qualifying process (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Setup > Leads > Qualify process.
Use this form to define processes and activities for qualifying leads.
Task that uses this form
Define processes and stages for campaigns, leads, and opportunities
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
View or enter time and responsibility information for the selected qualifying process. |
Responsibilities |
View or enter responsibilities for the selected qualifying process. |
Exit criteria |
Define whether to check for required activities for the selected qualifying process. |
Buttons
Button |
Description |
---|---|
Functions |
Copy the hierarchy, or save it as a template to use in another lead-qualifying process. |
Inquiry |
Open the All leads list page. |
Actions |
Create levels and activities for the lead-qualifying process. |
Fields
Field |
Description |
---|---|
Name |
View or enter the name of the lead-qualifying process. |
Description |
View or enter a brief description of the lead-qualifying process. |
Active |
Select this check box to start the lead-qualifying process. |
Type |
View the type of the hierarchy process. |
Activity number |
View the unique number of the activity. |
Purpose |
Enter the purpose of the activity. |
Calculated start date |
Enter the number of days from the current date to the date that the activity should start. |
Calculated end date |
Enter the number of days from the current date to the date that the activity should end. |
Start time |
Enter the start time of the activity. |
End time |
Enter the end time of the activity. |
Responsibility |
Select the user role that is responsible for the activity. |
Responsible |
Select the worker who is responsible for the activity. |
Responsibilities |
Select the responsibilities group for the lead-qualifying process. |
Description |
A brief description of the responsibility group. |
Check for required activities |
Select this check box to indicate that a check for activities is required before the process can be completed. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).