Qualify and convert a lead to opportunity | Microsoft Learn

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1. “For example, if a prospect provides a budget and a clear decision timeline, you'd qualify them to generate an opportunity you can actively work toward closing.” Tip

   In Account versus contact disqualification

2. “For leads that don't meet your criteria, you can disqualify them while maintaining an audit trail.” Tip

   In Account versus contact disqualification

3. If your admin turned off automatic creation for all records, the Qualify lead side pane appears for creating contact, account, and opportunity records. For contact and account records, you can create a new record, use an existing record, or skip record creation. Note For the account record, the Create new option is available only when the Company name field is set in the lead record. “For example, the account and contact records might be set for automatic creation, whereas the opportunity record is set for manual creation.” Learn how the fields in the lead record are mapped to other records in Field mappings to other entities. If a similar account or contact already exists, the duplicate detection dialog appears. You can then either create a new record or use the existing record. Learn more in What happens when duplicates are found while qualifying leads?

   In Outbound CRM data model

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