Take Action: Qualify Leads in Microsoft Dynamics

The Qualify Leads in Dynamics action allows you to change the status of Leads in Microsoft Dynamics to Qualified.

Important: Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution. 

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action
• Demandbase must be integrated with Microsoft Dynamics.

Steps

1. In Demandbase One for Marketing, select one or more Leads (for example, from Analytics > People or Database > People > Person Lists > {Person List} > {Person Name}).
2. Click Take Action.
3. In the right Take Action menu, select the CRM tab, and click Qualify Leads.
4. Complete the following drop-downs: 
   • Assigned Owner: Dynamics account owner to associate with the Leads.
   • Notification: Select the check box to email the Dynamics account owner about qualified Leads.
5. Click Confirm.