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. Select Leads to qualify and click Take Action.
2. In the right Take Action menu, click Qualifly Leads.
3. In the Qualify Leads panel, 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.
4. Click Confirm.