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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.

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