Qualify or convert multiple records at once

Can I do this task?

If you need to disqualify a group of leads Potential customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact. or if you decide a group of leads are all good, you do not have to process them one by one. Instead, put the leads into a marketing list A list of accounts, contacts, or leads that matches a specific set of criteria., and then disqualify the whole group or qualify To verify that a record fits specific criteria and should be converted to an opportunity, account, or contact, or be added to a marketing list. them by converting the whole group into accounts Companies that might do business with your organization., contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague., or opportunities Potential revenue-generating events or sales to accounts that need to be tracked through a sales process to completion. all in one step.

1. Create a new marketing list.
   1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
   2. On the Actions toolbar, click New.
   3. In the Name box, type a name for the list, and in the Member Type box, select Lead.
   4. Click Save.
2. Under Details, click Marketing List Members.
3. On the Actions toolbar, click Manage Members.
4. In the Manage Members dialog box, click Use Advanced Find to add members, and then click OK.
5. Create a query to find the list of leads to disqualify or convert.
   1. From the Use Saved View list, select My Open Leads.
   2. Add any additional criteria you need to the query.

   Tip

   If this query is one that you will use again, click Save As, and specify a name for the query.

6. To see the records, click Find.
7. Select one of the option buttons at the bottom of the window either to 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.
8. In the marketing list, select multiple lead records:
   • Select several records by pressing the CTRL key while you click each record.
   • Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
   • Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.

   Tip

   By default, the Microsoft Dynamics CRM Online Web application displays 50 records per page. You can increase the number of records displayed and thereby increase the number of records you can select at one time. To display up to a maximum of 250 records per page:

   1. On the Tools menu, click Options.
   2. On the General tab, in the Records Per Page list, select the number of records to display per page.
   3. Click OK. 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 are done with this bulk action.
9. After you select the leads you want to convert, on the More Actions menu, click Convert Lead.
10. In the Convert Lead dialog box, disqualify the leads, or select the record types to convert the leads 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.

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