Qualify Lead is an add-in component developed to address specific needs for Microsoft Dynamics CRM. When qualifying a lead record, there is no longer get a dialogue asking which records to create (i.e., account and/or contact and/or opportunity). Instead, the qualification of a lead record will always result in the creation of an Opportunity.
- One time Settings to avoid recurring pop up settings as it was in earlier versions.
- When lead qualifies, have an option for pop up window settings.
- Qualifies all three Account, Contact or Opportunity with option to open the form on creation and from Home Grid.
- Notes be copied to New Account, Contact or Opportunity.
- Notes also be copied to Existing Account, Contact or Opportunity.
- Easy configuration and setup.
- Tested as Microsoft Platform Ready for Microsoft Dynamics CRM 2013 & CRM 2016.