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Qualify Lead

MTC

Create Opportunities Directly Upon Lead Qualification

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.

Key Benefits:

  • 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.

MTC is a leading Microsoft Dynamics 365 / CRM global engineering services firm. MTC offers a “right-fit solution” model leveraging its over 50 packaged Dynamics 365 / CRM products, all customizable for you to fit unique needs, with deep CRM and CRM Portal design, development, and life cycle engineering and support for an affordable solution-gap 1-stop resource globally to end-users and Microsoft professionals of all sizes.

Don’t Forget to Register Your Add-on from Within Your Dynamics 365 / CRM Settings

You will receive an email with helpful instruction links after download, a 2nd email confirming “License Activation” is also sent upon product license activation.

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