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Is there a way to create a checklist in CRM? RRS feed

  • Question

  • How would I create a checklist so that I can pull a report showing where each one of our leads are in the sales process.? I want to be able to see what steps still need to be done for each lead.

    Thank you

    Wednesday, June 1, 2011 4:37 PM

Answers

  • You can create task entities in CRM that translate to tasks in Outlook also if using the outlook client.  You could also store a checklist as a web resource as a static html page with checkboxes and expose it in an Iframe.


    Jamie Miley
    http://mileyja.blogspot.com
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    Wednesday, June 1, 2011 5:15 PM
    Moderator
  • you can follow Jamie's suggestions for a checklist or add two optionlist and display checkboxes to your CRM form. This can be used in views, advanced find, charts / dashboard or report wizard.

    However for your specific issue of finding out where the leads are in the particular sales process, why not have a look at the out of Sales process that exists for opportunity and have a drop down with the various sales stages and probabilities. This will give you a better control than having a bunch of checkboxes or checklist. Having a dropdown defined sales process will allow you to use the funnel chart and having probalities will help you determine your pipeline.

     

    This link might be of some help: http://blog.xrm.com/index.php/2011/02/microsoft-dynamics-crm-2011-sales-module/

    Thanks and Regards

    AniMandal

    http://xrmadventures.wordpress.com/

     

    Wednesday, June 1, 2011 6:38 PM

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