is now LinkedIn Learning!

To access courses again, please join LinkedIn Learning

All the same content you know and love

Plus, personalized course recommendations tailored just for you

All the same access to your Lynda learning history and certifications

Try LinkedIn Learning for free
Questions? Visit our help center.
Skip navigation
Qualify a lead: Microsoft Dynamics CRM Essential Training
Qualify a lead: Microsoft Dynamics CRM Essential Training

Dynamics CRM treats leads as if they were in a holding area, separate from the CRM contacts and accounts. In the first stage in the default Sales Process, Qualify, the lead owner determines whether there is sufficient information about the lead and related contact to remove that separation and include the lead with other CRM information. If a lead is qualified it is converted to an opportunity. Criteria for qualifying a lead are determined by each company.

Resume Transcript Auto-Scroll
Skill Level Beginner
3h 2m
Show More Show Less

Continue Assessment

You started this assessment previously and didn't complete it. You can pick up where you left off, or start over.

Start My Free Month

Start your free month on LinkedIn Learning, which now features 100% of courses. Develop in-demand skills with access to thousands of expert-led courses on business, tech and creative topics.

Start My Free Month

You are now leaving and will be automatically redirected to LinkedIn Learning to access your learning content.