If you’ve let old leads build up and need to disqualify a group of leads, or if you decide a group of leads from one trade show are all good, you don’t have to process them one by one. Instead, pop the leads into a marketing list, and then disqualify the whole group or convert the whole group into accounts, contacts, or opportunities all in one step.
On the Microsoft Dynamics CRM menu bar, on the New menu, click Marketing List.
b.
Type a name for the list, and in the Member Type box, select Lead.
c.
Click Save.
2.
Click the Marketing List Members side tab.
3.
Click Manage Members, select Use Advanced Find to add members, and then click OK.
4.
Create a query to find the list of leads to disqualify or convert:
a.
To start, in the Use Saved View box, select My Open Leads.
b.
Then, add any additional criteria. For example, the following query will show all my open leads created before 8/31/2006.
Tip: If this query is one that you’ll use again, click Save As, and specify a name for the query.
5.
To see the records, click Find.
6.
Select one of the radio buttons at the bottom to either add all the leads returned by the search to the list, or to add only selected leads to the list, and then click Add to Marketing List.
7.
In the marketing list, select all the records on the page by selecting the Select/clear all records in this list check box at the top left upper-left of the list. Notice that this selects only the leads on the current page.
Tip: If you are disqualifying or converting hundreds of leads at a time, on the Microsoft Dynamics CRM menu bar, on the Tools menu, click Options, set Records Per Page to 250, click OK, and then refresh the Marketing List Members list.
This changes the number of items that is displayed for all lists, which may slow response time when you switch record types. Therefore, you might want to set it back to a smaller number when you’re done with this bulk action.
8.
On the More Actions menu, click Convert Lead.
9.
In the Convert Lead dialog box, disqualify the leads, or select the record types to convert the lead to, and then click OK. The leads will still appear on your marketing list, but will no longer appear in your My Open Leads view.
