web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Leads Page - Qualified...
Customer Insights - Journeys forum

Leads Page - Qualified Leads

(0) ShareShare
ReportReport
Posted on by Community Member

Hi, new to this and just learning as i go.  On the 'All Leads' page there is a list of Leads - new, qualified etc ..

If they are qualified they are now a contact in an Account right?

Why do they still appear on the page if they are qualified?  Is there a way of taking them off the page just to leave the current leads on there?

Thanks 

Michelle 

Categories:
Marketing
I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: Leads Page - Qualified Leads

    All Lead will show all kinds of leads.

    Active Prospect will only show active ones

    If you look at the dropdown, there're a list of options to choose from for the type of Prospect(Active, Deactivated.. etc) or you can customise your own view in Lead Customisation

  • Community Member Profile Picture
    Community Member on at
    RE: Leads Page - Qualified Leads

    typo: Prospect ==> Lead

  • Suggested answer
    Abhiram Thulasi Profile Picture
    Abhiram Thulasi 2 on at
    RE: Leads Page - Qualified Leads

    Please change the Leads view to Open Leads, where it will list only open leads (it will not include qualified and disqualified leads). You can make this view as the default view if required.

    Thanks and Regards,

    Abhiram

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Customer Insights - Journeys

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans