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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Converting Leads

Leads are converted to customers when they have met internal qualifications and become customers. Internal qualifications can be anything from a Lead indicating that he is ready to buy, to a background/credit check and line-of-credit approval prepared by your accounting department. In addition, Leads are converted to disqualified customers (and removed as active Leads) through the conversion processes for a variety of reasons, such as Lead disinterest or an inability to contact.

To convert a Lead, select the Qualify or Disqualify option from the navigation. When selecting Qualify, the Duplicate Warning form may open if triggered by your business process flow, as shown in Figure 8.23, and the Lead is converted to an Opportunity. ...

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