If the information you need to create an opportunity has already been captured in a phone call, appointment, or other activity, you can convert that activity to an opportunity. Learn how to convert an activity to an opportunity in this video.
- [Instructor] There's yet a third way … we can create a new opportunity. … We can promote an activity to become an opportunity. … This really makes sense. … You're in a conversation with a customer. … You're capturing that conversation in a series … of appointments or phone calls, or emails or tasks, … and when it comes time then, … you get the information that says … we're ready to move forward. … With an established customer, … and if your organization's business process allows, … you can simply open that opportunity and convert it. … Here is the phone call that we received … from Virginia Frasier telling us that Avamm … is ready to order their maintenance agreement … for their manufacturing plants. … And I will choose the More Commands … in the form, convert to, opportunity. … It says I must save some changes I've made first, … where I made the note. … Okay, let's click Save. … And do it again. … Convert to Opportunity. … Who's the customer? … It's Virginia Frasier. … There's no related campaign. …
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: Convert an activity to an opportunity