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Mass-Disqualifying CRM Leads
One of my customers needed to disqualify about 700 dead leads that had been imported from their previous CRM solution. Unfortunately, there isn't any automatic way to do this, but after Googling around a bit, I found a fairly good solution that doesn't require any coding. Follow these steps:
As the CRM Administrator:
1) From the CRM Server, launch the Workflow Manager.
2) Create a Manual Rule on the Leads Entity called Disqualify Lead that will contain the following actions:
3) Save and Activate the rule.
As a CRM User:
1) Perform an Advanced Find on the Leads Entity to identify the Leads you wish to Disqualify.
2) When the results display, select those records you wish to Disqualify.
3) From the Leads Grid toolbar, select More Actions, Apply Rule….
4) From the Workflow Process dropdown list, select the Disqualify Lead rule you created earlier.
5) Select OK and CRM will change the status of the Lead from Open to Disqualified.
6) Open the Closed Leads view to check your work.
Note: This process ( steps 3-6 ) will work with any list of Open Leads that you may be viewing, not just after performing the Advanced Find operation.
Dynamics CRM
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Dynamics CRM 3.0 Laptop Client Tip
I have noticed on a few occasions that the CRM Laptop client can get horribly confused by something that happened to it. Many times, it's rather difficult to determine the root cause, so we just go directly to the remove and reinstall procedure, since it will save time and money. ( Hopefully with little or no data loss. )
Being that laptop users are laptop users and have a tendency to be away from their office, it is now part of my standard CRM Laptop Client installation process to copy the Laptop Client Installation files to the user's local hard drive.
For CRM 3.0 Professional
Just copy CD #2 to a directory.
For CRM SBE
Locate the LaptopClient directory under the MSCRM directory found in the ClientApps share.
Scott, one of the guys at NetVision Consulting ( local MS partner ), suggested that we put the files in a directory called CRM INSTALLATION FILES – DO NOT DELETE since users sometimes have a fits of housecleaning that could render your careful preparation null and void. Great tip Scott.
Dynamics CRM, Outlook Client (No Ratings Yet)1,719 views Loading ...
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