1. In the My Open Leads view in D365, open the new lead by selecting the Name.
2. Assign the lead to yourself by selecting the arrow in the top right corner and changing the owner from NAV SA to yourself.
3. Update any missing required fields and select "Save." Make sure the institution name correctly matches an existing account. This will ensure the lead is correctly tied to an account.
4. Review the information on the lead for to appropriately follow up.
The Source Campaign, Comments, and Courses fields will be especially critical to review for the next steps.
5. If the Source Campaign is SI Syllabus Intake, navigate to the Posted Fields section to retrieve the attached syllabus.
5.1. From the lead record, select "Related."
5.2. From the dropdown, select "Posted Fields."
5.3. Select "File Upload" from the posted fields view.
5.4. Select "Notes" to select the file attachment.
6. Update the Status in the top right corner as you begin your efforts to qualify the lead through email and phone.
7. Move the Lead through the business process from from Business to Qualify, completing all applicable fields.
8. If the lead is determined to be disqualified, select "Disqualify" from the top navigation bar and use the appropriate reason.
9. If the lead is determined to be qualified, select Qualify from the top navigation bar. THIS LEAD WILL NOW TURN INTO AN OPEN OPPORTUNITY.
10. If the system finds matching existing records, populate the appropriate existing account and/or contact in the prompt shown below.
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