Qualify Lead
For Microsoft Dynamics CRM

Overview

MTC's 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.

Feature Set

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.
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