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View and create opportunities

View and create opportunities: Microsoft Dynamics CRM Essential Training
View and create opportunities: Microsoft Dynamics CRM Essential Training

Opportunities, potential sales, are the heart of the Sales process. Opportunities are tracked and shown in the Sales Pipeline. If your organization requires lead qualification, most, if not all of your opportunities will come from leads. If your company doesn't require lead qualification you can create an opportunity directly. Choose Sales then Opportunities to open and view the Opportunities list. Click New to create a new opportunity.

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Skill Level Beginner
3h 2m
Duration
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