Create a lead to capture information about potential sales. Either click the New button on the command bar or choose Sales > Leads to open a new Lead form. Enter the lead topic, contact information, and company information in the Summary area of the form, and provide industry and preferred contact method in the Detail area. Click the Save or Save and Close button to save the lead.
- [Narrator] We already know a lot…about Microsoft Dynamics CRM.…We know about accounts and contacts,…about the difference between accounts and contacts,…and leads and opportunities.…We know in the service area about cases.…And we know about the work tools that we have,…dashboards, what's new in activities.…All of this has been preparation for the main event,…for our engagement with the sales business process.…And we will begin by creating and working with leads,…because in our business process the very first thing…we need to do is to have a lead to work with.…
A lead can be someone who you have done business with…over and over again.…A lead can be someone who you've never met before…and 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 this.…A lead can be someone you sat next to on an airplane,…and indeed that is exactly…how we acquired our latest lead…Rebecca Davis from DevPoint.…
We don't have her anywhere in our system,…so we're going to create a new lead.…
AuthorGini von Courter
- Viewing personal and team dashboards
- Creating and qualifying leads
- Converting activities to opportunities
- Working with customer service cases
- Managing case queues
- Researching solutions
- Running and exporting reports
Skill Level Beginner
FileMaker Pro 15 Essential Trainingwith Cris Ippolite9h 17m Beginner
SharePoint Online Essential Trainingwith Gini von Courter9h 18m Appropriate for all
1. Dynamics CRM Data and Processes
2. Getting Started
3. Focus on My Work
4. Qualify a Lead
5. Work on an Opportunity
6. Focus on Customer Service
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.