Qualify a lead and convert it to an opportunity (Sales and Sales Hub)

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Does your lead have what you're looking for—and vice versa? After you've identified the timeframe, budget, purchase process, and decision makers for the sale, it's time to qualify your lead. Qualifying a lead in the Sales app converts it to an opportunity.

Ideally, your leads or prospects should have a need that you can provide a solution for, and have the budget and influence necessary for making the purchasing decision. In addition, you should be able to provide their solution within the timeframe they need it.

Qualify a lead (Sales Hub)

  1. Select the site map Site Map icon, and then select Leads.

  2. In the list of leads, open the lead you want to qualify and convert.

  3. In the Qualify section of the sales process bar, enter all applicable information.

  4. On the command bar, select Qualify.

The lead is converted to an opportunity, and the opportunity record opens. To qualify multiple leads at once, go to the list of leads, select the leads that you want to qualify, and on the command bar, select Qualify.

Qualify a lead (Sales)

  1. Go to Sales > Leads.

  2. Select the lead you want to qualify.

  3. In the Qualify section of the sales process bar, enter all applicable information.

  4. Select Qualify at the top of the Lead form.

  5. Select Save in the lower-right corner of the screen.

To qualify multiple leads, go to the list of leads, select the leads you want to qualify, and on the command bar, select Qualify.

Additional considerations

Typical next steps

Right arrow button Create or edit an opportunity

Home button Learn about the sales process, nurturing sales from lead to order

See also

Print leads, quotes, and other records
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