Learn how to edit a lead in this video by opening the lead and entering the lead information, including notes and activities. Discover how the Stakeholders and Competitors sections can also be completed once the lead has been saved.
- [Instructor] To edit a lead or, for that matter, … any other record that we've been using, … simply click to open it, … and you are automatically in edit mode here. … There's nothing extra to click … to begin changing information. … So if I wanted to go back now at this point … and add, for example, Robin's business phone, … which I have here on my piece of paper … that I made notes on. … Robin's business phone is 275-477-2907. … And if I wish, I can click save to save that. … Never a bad idea to do that. … Alternatively, after I have made some changes, … I can wait for 30 seconds or so … and Dynamics will automatically save … any changes I have made. … …
Author
Gini von Courter
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: Edit a lead