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Leads Page - Qualified Leads

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Posted on by Microsoft Employee

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 

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  • 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

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

    typo: Prospect ==> Lead

  • Community Member Profile Picture
    Community Member Microsoft Employee 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

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