CRM Newbie- Leads question

How do I move a lead out of my current leads view (which is a custom view I
created), without having to delete it out permanently?

ram
Thu Dec 29 23:57:01 CST 2005

Hi,

Disqualify the Lead. The it will be moved to Closed Leads.
--
Regards
Ram


"Killa B" wrote:

> How do I move a lead out of my current leads view (which is a custom view I
> created), without having to delete it out permanently?

KillaB
Fri Dec 30 10:09:02 CST 2005

I thought that would work (I know that's how it's supposed to work), but it's
not. Let me tell you that I'm running v1.2. Could that be some kind of bug?
I haven't done any patches or hotfixes yet. When I disqualify a lead, it
shows up in closed leads, but it is still present in the original custmized
leads view. Any help would be greatly appreciated!

"ram" wrote:

> Hi,
>
> Disqualify the Lead. The it will be moved to Closed Leads.
> --
> Regards
> Ram
>
>
> "Killa B" wrote:
>
> > How do I move a lead out of my current leads view (which is a custom view I
> > created), without having to delete it out permanently?

Dave
Fri Dec 30 10:55:00 CST 2005

You need to add a filter criteria to your custom lead view that
eliminates the closed leads. I believe you want to use "State Code =
Active" (not at a system right now to check). But your custom view
will show you everything that meets the criteria you entered for it -
no magic there - so you need to keep adjusting that criteria until you
get what you want. HTH,
Dave


-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
http://www.vscrm.com
971-327-6944

For a free, fully functional demo version of VAST, the Microsoft CRM
auditing solution, please visit
http://www.vscrm.com/vast_download_page.php

KillaB
Fri Dec 30 14:48:01 CST 2005

Ok, i'm about to sound stupid, but i'm very new to MSCRM and am a little
unfamiliar with some of customization stuff (nothing i can't figure out some
way). Where do you create and place these filters (Deployment Manager,
Workflow Manager, etc.)? Thanks for the help!

"Dave Carr" wrote:

> You need to add a filter criteria to your custom lead view that
> eliminates the closed leads. I believe you want to use "State Code =
> Active" (not at a system right now to check). But your custom view
> will show you everything that meets the criteria you entered for it -
> no magic there - so you need to keep adjusting that criteria until you
> get what you want. HTH,
> Dave
>
>
> -------------------------------------------------
> David L. Carr, President
> Visionary Software Consulting, Inc.
> http://www.vscrm.com
> 971-327-6944
>
> For a free, fully functional demo version of VAST, the Microsoft CRM
> auditing solution, please visit
> http://www.vscrm.com/vast_download_page.php
>
>

Matt
Fri Dec 30 15:45:56 CST 2005

You define them in the same form you created the view.

--

Matt Parks
MVP - Microsoft CRM


"Killa B" <KillaB@discussions.microsoft.com> wrote in message
news:4E761980-5F5A-48B4-826A-4BDC2E0EDC49@microsoft.com...
Ok, i'm about to sound stupid, but i'm very new to MSCRM and am a little
unfamiliar with some of customization stuff (nothing i can't figure out some
way). Where do you create and place these filters (Deployment Manager,
Workflow Manager, etc.)? Thanks for the help!

"Dave Carr" wrote:

> You need to add a filter criteria to your custom lead view that
> eliminates the closed leads. I believe you want to use "State Code =
> Active" (not at a system right now to check). But your custom view
> will show you everything that meets the criteria you entered for it -
> no magic there - so you need to keep adjusting that criteria until you
> get what you want. HTH,
> Dave
>
>
> -------------------------------------------------
> David L. Carr, President
> Visionary Software Consulting, Inc.
> http://www.vscrm.com
> 971-327-6944
>
> For a free, fully functional demo version of VAST, the Microsoft CRM
> auditing solution, please visit
> http://www.vscrm.com/vast_download_page.php
>
>