Learn how to create a lead to capture information about potential sales in this video. Explore how to enter the lead topic, contact information, and company information in the Summary area of the form, and provide the industry and preferred contact method in the Detail area.
- [Instructor] All of our work to this point … has been preparation for the main event, … for our engagement with the sales business process. … We will begin by working with leads … because in our business process, … the very first thing we need is a lead to work with. … A lead can be someone you've done business with previously, … they can be someone you've never met before. … Perhaps their name was given to you on a list … or by a colleague or by a friend. … Hey, you should call Gabrielle … and have a conversation about solar power. … A lead can be someone you sat next to on an airplane, … and indeed, that is exactly how we acquired our latest lead, … Robin Riley from BlueJam. … We don't have Robin anywhere in Dynamics yet, … so I'm going to create a new lead. … Remember also that I have the ability … to create a new lead here with quick create, … but the first thing I have is a first name. … It's going to give me a hassle … when I don't fill in topic first, but that's okay. … I have Robin Riley who's from BlueJam …
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: Create a lead