Leads (form)

Article
05/05/2014

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 > Common > Leads > All leads. In the All leads form, double-click an existing lead. Or, on the Action Pane, on the Lead tab, in the New group, click Lead to create a new lead record.

Use this form to maintain information about leads.

Tasks that use this form

Create, copy, or delete a lead

Qualify or disqualify a lead

Create an opportunity or customer from a lead

Navigating the form

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

Tabs (Action Pane)

Tab	Description
Lead	View, create, or change information about a lead and the status of a lead.
General	View, set up, or change information that is related to the selected lead.

Tabs (lower pane)

Tab	Description
General	View or edit details about a lead.
Address	Enter or view address information for the lead.
Contact information	Enter or view contact information for the name that is associated with the lead.
Contacts	View, add, or remove contact records for a lead.
Associations	View other party records that are associated with the lead.
Administration	View or edit information about the dates that the lead was opened and closed.

Buttons (Action Pane)

Button	Description
Change status	Change the status of the lead.
Lead	Create a new lead.
Copy lead	Copy the information from the selected lead to a new lead.
Qualifying process	View the qualifying process and associated activities for the selected lead. You can change the activities that are listed in the qualifying process.
Change stage	Move the selected lead to the next stage in the qualifying process.
Prospect	View the prospect records that are associated with the selected lead.
Customer	View the customer records that are associated with the selected lead.
Contacts	View the contact records that are associated with the selected lead.
Attachments	View or attach documents or notes that are related to the selected lead.
Responsibilities	View, add, or remove the worker who is responsible for working with the selected lead.
Prospect	Generate a new prospect record from the selected lead.
Customer	Generate a new customer record from the selected lead.
Opportunity	Generate a new opportunity record from the selected lead.
Campaigns	View the campaigns that are associated with the selected lead.
Opportunities	View the opportunities that are associated with the selected lead.
Transaction log	View the transaction log for the selected lead.
Activities	View or create activities for the selected lead.

Buttons (lower pane)

Button	Description
Map	Open an online map for the selected address.
More options (On the Address FastTab)	Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2, select from the following options: Remove – Mark the selected address record as inactive. You can delete all inactivated addresses by running a batch job in the Delete inactivated addresses form. Set defaults – Select the default address. Advanced – Open the Manage addresses form. In Microsoft Dynamics AX 2012, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Manage addresses form.
More options (On the Contact information FastTab)	Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2, select from the following options: Remove – Delete the selected contact information record. Set defaults – Select the default contact information record. Advanced – Open the Edit contact information form. In Microsoft Dynamics AX 2012, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Edit contact information form.
Details	On the Contacts tab, open the record for the selected contact, where you can view more information about the contact. On the Associations tab, open the selected associated record, such as a campaign record or an opportunity record.

Fields

Field	Description
Lead ID	The unique identification number that is assigned to the lead.
Subject	Enter the subject or interest of the lead.
Name	Enter the name of the lead.
Status	Select the current status of the lead.
Qualifying process	Select the qualifying process for the lead.
Owner	Select the worker who is responsible for the lead.
Type	Select the type of the lead.
Priority	Select the priority of the lead. The priority indicates how important it is to your organization that the lead be converted to a customer.
Rating	Select a rating for the lead. The rating indicates the probability that the lead may become an opportunity or a customer.
Sales unit	The sales unit that is responsible for the lead record.
Source type	Select how the lead was acquired.
Source ID	Select the identification number of the source of the lead.
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.
Purpose	View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.
Primary	View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party.
Private	View whether the address is private. If the address is marked as private, you must be assigned to the appropriate role to view the address.
Type	Select the type of communication method.
Contact number/address	Enter the contact's telephone number or address, such as a mobile phone number or an e-mail address.
Primary	If this check box is selected, the contact information is primary. Primary contact information is the principal form of communication for the selected party. To select or clear this check box, click More options and then select Advanced.
Contact ID	The unique identification number of the contact.
Name	Select the name of the contact.
Contact for:	The organization that the contact is the contact for. For a lead, the contact is usually someone in the lead’s organization. For example, if you have a lead for a company that is named Contoso, and one of Contoso's contacts is Eran Heral, Eran Heral is the contact for Contoso.
Telephone	The telephone number of the contact.
Type	Select the type of record that you want to associate with the lead.
ID	The unique identification number of the associated record.
Description	The name of the association. For example, if the association is an opportunity record, the description consists of the name of the organization that the opportunity record was created for.
Date opened	Select the date that the lead was opened.
Opened by	Select the identification number of the worker who opened the lead.
Date closed	The date that the lead was closed.
Closed by	The identification number of the worker who closed the lead.
Reason	Select the reason that the lead was closed.

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