Home > CRM 2011 > Lead qualify process design changes in UR 12 – CRM 2011

Lead qualify process design changes in UR 12 – CRM 2011

In UR 12, the lead conversion process has been redesigned. Refer below for lead qualify process before and after UR 12

Lead conversion before UR 12

  • Before UR 12, we have “Qualify” button on Lead ribbon
  • It opens a “Convert Lead” web page, which gives us options to create Contact/Account/Opportunity.
Convert Lead

Convert Lead – Before UR 12

After UR 12

With new design, the “Convert Lead” dialog box no longer appears during lead qualification.

  • We have 2 ribbon buttons (Qualify and Disqualify).
Convert Lead - UR 12

Convert Lead – UR 12

  • The qualify button will automatically create the related Opportunity record based on the customer information entered into the Lead form
  • Associated Contact and Account records will also be automatically created based on the First Name, Last Name, and Company Name field data, respectively
  • If you click disqualify you are able to select the status reason, otherwise if you click qualify the lead will just automatically be qualified.

KB Article which talks about the same

  1. Jerako
    June 19, 2013 at 6:01 AM

    Hello! I have a problem, when you go back to qualify and disqualify creates a new opportunity, how do you avoid that?

  1. August 13, 2013 at 1:49 AM

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