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Leads are an integral part of the sales process for most organizations, and with Microsoft Dynamics CRM, the lead qualifying process is seamless and user-friendly. Leads become ‘Qualified’ when there is an Opportunity. For some organizations, all of the sales staff can qualify leads, however, there are others that prefer leads to only be qualified by a sales manager or supervisor. Luckily for those using Dynamics CRM, the lead Qualify button can easily be hidden from some users, all without coding!
You can decide the CRM permissions and capabilities for a particular user by modifying their ‘Security Role’. Please note that in order to alter Security Roles in CRM, you need administrative access. Let’s get started!
Say for example, you wish to modify the Security Roles for the salespeople within your organization. You need to make sure that only the sales manager is able to qualify leads and that for all other users, the lead Qualify button is hidden.
First, you need to access the Security Role settings for the group or individual you need to modify permissions for. In this example, we are going to change the settings for all users designated as ‘Salesperson’.
As you can see from the image below, once we pull up the permissions, we can easily change what is and is not allowed for entities within CRM records and designate whether access should be granted or denied. The permissions you can modify are create, reset, write, delete, append, append to, assign and share.
As you can see below, now, no Qualify button is available for this user.
Clicking on Lead Qualify button will also create the following records:
Hence, if we restrict the ‘Create’ privilege for all security roles except for the Sales Manager for either Accounts or Contacts, or for both, then all users, with the exception of the Sales Manager, will not see the Qualify button when they view active leads in CRM. Now only the users with the desired permissions will be able to qualify leads.
That’s all for today! If you want to learn more about the lead process in CRM and how it can benefit your organization, check out our CRM Book for more great tips. And remember, PowerObjects has many great solutions for your business, including lead management software, salesforce automation, and more!