Lead disqualification
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...
STATUS DETAILSNew
Extra date filter "Most recent record"
When creating segments using related information (typically 1:N) it is often needed to query only for the "most recent record". e.g.
- most recent opportunity
- most recent invoice
It seems there is no way to sort and/or filter related records.
It wo...
STATUS DETAILS
Needs Votes
Display submitted webform - easy to read for (sales) users
For a lot of customers a single submitted webform equals a single lead record. The issue is that the info might be spread throughout different fields on the lead record and there might also be unmapped fields.
- Marketing users can navigate from the lead to the "source webf...
STATUS DETAILSNeeds Votes