Qualify Lead

Qualify Lead

MTC's Qualify Lead is an add-in component developed to address specific needs for Microsoft Dynamics CRM Online or On-Premise is

Qualify Lead
For Microsoft Dynamics CRM
Overview

MTC Qualify Lead is an add-in component developed to address specific needs for Microsoft Dynamics CRM Online or On-Premise is a flexible enhancement. When qualifying a lead record, There is no longer get a dialog asking which records we want to create (i.e.: account and/or contact and/or opportunity). Instead, the qualification of a lead record will always result in the creation of an Opportunity. But, for those looking to leverage the xRM framework, we consider this to be a major setback.

Key Benefits Notes
  • One time Settings to avoid reccuring pop up settings as it was in earlier versions.
  • When lead qualifies, have an option for pop up window settings.
  • Qualifies All three Account, Contact or Opportunity with option to open the form on creation and from Home Grid
  • Notes be copied to New Account, Contact or Opportunity.
  • Notes aslo be copied to Existing Account, Contact or Opportunity.
  • Easy configuration and setup
  • Tested as Microsoft Platform Ready for Microsoft Dynamics CRM 2013.

1st year maintenance included with email-based or Live Web Installation and Use support, One Hour of 24/5 Implementation Support. Annual 25% maintenance for future feature editions, upgrades, and support.

Partner NFR program, OEM, and custom development available from MTC to support unique needs

Screenshots
Qualify Lead ScreenshotsQualify Lead Screenshots
Pricing & Ordering

$249.00

Base per CRM Organization

$0.00

Per CRM Licenced/Enabled User

Documentation
Download and License
Trial or production license request:
License Email Sales Help
Note - Unzip Downloaded file before upload to CRM
Full info - Company email signature pane identifying requester and company is required to receive license
Share This
MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com

Related Products

Step 1

Step 2

Step 3

Step 4