Create or modify a lead record
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Your organization can use lead records to help your sales team gather and store information about a lead, and then implement the sales activities and tasks that will qualify a lead to move to the next level and become an opportunity or a customer.
Lead records contain various types of information. For example, you can store and attach information for multiple contacts and addresses, source types and references, and documents. You can also associate multiple responsibilities, activities, campaigns, projects, and other leads to a lead record.
As you manage a lead record, you can update the status to reflect where it is in the sales process. You can qualify a lead record and then create a new opportunity or a customer record for the lead.
You can disqualify, delete, or postpone a record if it appears that the lead will not become an opportunity or customer with your company. When you delete a lead record, you can also delete any associated activities, responsibilities, and campaigns. If you postpone a lead record, you can reactivate or disqualify the lead later.
Create a lead record
Click Sales on the top link bar, and then click Leads on the Quick Launch.
On the Action Pane, on the Leads tab, in the New group, click Lead.
Enter the appropriate information, and then click Save and close.
On the Leads page, in the Name column, click the record that you just created. The Details page opens.
On the Action Pane, on the View tab, in the Manage group, click Edit.
Add contacts and responsibilities, and associate this record to other leads, campaigns, opportunities, or projects.
Copy an existing lead record
Click Sales on the top link bar, and then click Leads on the Quick Launch.
In the Subject column, click the lead record that you want to copy, and then on the Action Pane, on the Lead tab, in the New group, click Copy lead.
Select the types of information to copy to the new lead record, and then close the form.
To make changes to the new record, click the record name in the Name column, and then on the Action Pane, on the View tab, in the Manage group, click Edit.
Modify a lead record
Click Sales on the top link bar, and then click Leads on the Quick Launch.
In the Name column, click the lead record that you want to modify. The Details page opens.
On the Action Pane, on the View tab, in the Manage group, click Edit.
Make the appropriate changes, and then click Save and close.