In this video, learn how to assign transfers ownership of a lead to the new assignee individual or team. Also, learn how to retain ownership but allow collaboration while sharing the lead with others on your team.
- [Instructor] Whenever I create a new record, … I am its default owner. … If you ever wonder who the owner of a record is, … you can point to the More Header Fields button … in the right-hand corner of the form, … click and it will show you who the owner is, … because that's a required field. … Every record has to be owned by somebody. … Perhaps I want to share this lead with one of my colleagues, … because they will also be involved with this, … but I want to retain ownership. … It's like, you can help me with this, … you can work on this with me, but the buck stops with me. … And if I'm going to do that, that's called Sharing. … And I'm going to show you how to do this … using my pretend friend, Joe Admin. … But it will work this way with … your actual colleagues, as well. … We have a search box where you can search for someone, … presumably we'll have a long list of people to find. … I want Joe. … If I wasn't sure this was the right person, … I could click and go see Joe's profile, …
Author
Released
4/26/2019- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Assign and share leads