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Sales record types: The basics

Sales record types: The basics: Learning Microsoft Dynamics 365: The Basics
Sales record types: The basics: Learning Microsoft Dynamics 365: The Basics

Learn the basics of sales record types in this video. Accounts are organizations that your company does business with. Contacts are people within or possibly related to those companies, and you may have many contacts for one company. Leads are potential sales, and opportunities are leads that have been moved through a sales process and are now ready to commit to purchasing.

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Skill Level Beginner
1h 46m
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