Qualify or convert multiple records at once

Can I do this task?

You need not process leads Potential customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact. one by one if you have many to work with. Instead, put them into a marketing list A list of accounts, contacts, or leads that matches a specific set of criteria., and then disqualify them all at once or qualify To verify that a record fits specific criteria and should be converted to an opportunity, account, or contact, or be added to a marketing list. the whole group by converting them to accounts Companies that might do business with your organization., contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague., or opportunities Potential revenue-generating events or sales to accounts that need to be tracked through a sales process to completion. in one step.

1. Create a new marketing list.
   1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
   2. On the Actions toolbar, click New.
   3. In the Name box, type a name for the list, and in the Member Type box, select Lead.
   4. Click Save.
2. Under Related, click Marketing List Members.
3. Under List Tools, on the Marketing List Members tab, in the Actions group, click Manage Members.
4. In the Manage Members dialog box, click Use Advanced Find to add members, and then click OK.
5. Create a query to find the list of leads to disqualify or convert.
   1. From the Use Saved View list, select My Open Leads.
   2. Add any additional criteria you need to the query.
6. To see the records, click Find.
7. Select an option button at the bottom of the window either to add all the leads or only selected leads to the list, and then click Add to Marketing List.
8. In the marketing list, select multiple lead records.

   Tip

   To display more records per page:

   1. On the File menu, click Options.
   2. On the General tab, in the Records Per Page list, select a number.
   3. Click OK. This may slow response time when you switch record types. To restore performance,set it back to a smaller number.
9. After you select leads, under List Tools, on the Marketing List Members tab, click Qualify.
10. In the Convert Lead dialog box, disqualify the leads, or select the record types to convert the leads to, and then click OK. You'll still have the leads in your marketing list, but not in your My Open Leads view.