Lead qualifying process (form) [AX 2012]

Updated: December 7, 2010

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.

The following tables provide descriptions for the controls in this form.

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.

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.

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.


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

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