Qualify or disqualify a lead (2024)

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

Depending on your organization’s configuration of this program, you may have to qualify a lead record to advance it to the next step in the business process. If you learn that a lead is no longer a potential sale, you can disqualify the lead to avoid spending more time with it.

Qualify a lead record

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

2. Double-click a lead record to open the Leads form.

3. Click Change status > Qualify.

   See Also

   Perjury & False Statements

4. Select the reason why the lead record is qualified, and then click OK.

5. Close the forms to save your changes.

You can set up Lead management to automatically create an opportunity or customer record when a lead is qualified. If your organization has selected this setup option, the forms automatically open after you qualify a lead record.

Disqualify a lead record

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

2. Double-click a lead record to open the Leads form.

3. Click Change status > Disqualify.

4. Select the reason why the lead record is disqualified and then click OK.

5. Close the forms to save your changes.

See also

Lead management

Create, copy, or delete a lead

Create an opportunity or customer from a lead