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There is still a lot of ambiguity in the definition of a lead:
- older version of Dynamics CRM: unqualified data that has to be checked
Current version of Dynamics CE: a potential opportunity
This implies the following:
- Qualified = the marketing lead was converted into a sales opportunity
- Disqualified = the marketing lead was not converted into a sales opportunity
BUT what do you do with a lead
- that you do not want to convert into an opportunity
- BUT you do want to generate an account (and contact - if not yet generated by D365 Marketing)
Currently you need to "Qualify" it in order to convert or generate the account and/or contact record but this would give it an incorrect status.
Ideally, it would be possible to disqualify leads but to indicate an account and/or contact needs to be created out of it
(=prospect account which will be followed-up later by a sales rep or by Marketing).
STATUS DETAILS
New