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Qualify a Lead (manually) RRS feed

  • Question

  • Hi,

    I'm trying to qualify a lead (manually). Meaning, I don't use the Convert Lead function and create the opportunity, account and contact. I would like to do this process though a Workflow, however, I don't find how to set the lead as Qualified Status, so it's not New Status any longer. Any idea how do I have to do this step??

    Thanks a lot,

    Paola

    Friday, September 10, 2010 3:29 AM

Answers

  • A Simple Workflow: for Qualifying LEAD

    Start a new workflow, give it a name. Select the Entity as Lead.

    Start when : 1) Record status changes. 2) Record Attributes Change - and set the properties.

    Click Addstep - > Check Condition - > Define your condition.

    Click Addstep again - > Select Change Status - > Select Lead - > Set to Qualfied

    Save & Publish


    Cheers, Edwin
    Friday, September 10, 2010 6:31 AM

All replies

  • A Simple Workflow: for Qualifying LEAD

    Start a new workflow, give it a name. Select the Entity as Lead.

    Start when : 1) Record status changes. 2) Record Attributes Change - and set the properties.

    Click Addstep - > Check Condition - > Define your condition.

    Click Addstep again - > Select Change Status - > Select Lead - > Set to Qualfied

    Save & Publish


    Cheers, Edwin
    Friday, September 10, 2010 6:31 AM
  • Thanks a lot!!

    Paola

    Sunday, September 12, 2010 2:59 PM