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How do I qualify several leads at the same time in Microsoft Dynamics 365?

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Posted on by Golden_Gadget

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Hi,

we need to make a tutorial video on how to qualify more than one lead at the same time in Microsoft Dynamics 365. But as of yet I don't know how to do it. I found one article on how to do it, but it didn't work. Other than that, I could only find explantions on how to qualify one simple lead to an opportunity, but that doesn't help me.

Hope you guys know the answer to my question.

Thanks in advance.

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Manoj Mane 1,012 on at

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RE: How do I qualify several leads at the same time in Microsoft Dynamics 365?

Hi Golden_Gadget ,

Please refer the below step-by-step guide:-

You can select the multiple leads by just single click on the header as highlighted below.

Now you have to click on the Qualify Button , so whichever lead you have select will be mark as Qualified. And respective opportunity is created.

Thanks,
Manoj Mane.

Please mark this as VERIFIED if it helps.

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