Take Action: Qualify Leads in Microsoft Dynamics

Context

The Qualify Leads action allows you to qualify matched Leads in Microsoft Dynamics directly from Demandbase. This action sets the status for Leads matched to an Account to Qualified.

Important: Dynamics prevents actions from being taken on more than 100 people at a time. The limit only applies to the Take Action functionality. If you have the Orchestration solution, you can use Automations without this limitation.

Prerequisites/Preparation

Demandbase Microsoft Dynamics CRM Integration

Steps

1. Select Leads to qualify and click Take Action.
2. In the right Take Action menu, click Qualified Leads.
3. From the Assigned Owner drop-down list, select the Dynamics account owner to associate with the updated Leads.
4. Select the Notification checkbox to email the Dynamics account owner about qualified Leads.
5. Click Confirm.