How to Create and Qualify a Lead in Dynamics 365 for Sales скачать в хорошем качестве

How to Create and Qualify a Lead in Dynamics 365 for Sales

Create a Lead in Dynamics 365 for Sales (CRM) With Microsoft Dynamics CRM, you use leads to keep track of business prospects that you haven't yet qualified through your sales process. A lead can be an existing client or someone you've never done business with before. You might get leads from different sources, such as advertising, networking, or email campaigns. 1. In the navigation, select Leads. 2. Select + New. 3. On the summary tab begin entering data: 4. In the Contact section, enter the noted information. The information entered here will be used to create a Contact record when this lead is converted to an Opportunity. 5. Now enter all the necessary information in the Company section. The information entered here will be utilized in creating the Account record when this lead is converted into an Opportunity. 6. On the Details tab, fill out the description, Industry, Annual Revenue, No. of Employees. 7. In the Stakeholders section, select the More Commands button , and then select + New Connection to add a contact as a stakeholder. A stakeholder is a key contact at the account who will be involved in decision-making. Only fill this out if you have someone other than the primary contact to keep track of. 8. In the Lookup Records dialog box, enter a name or select the Lookup icon to choose from a list of suggestions. When you've entered the name you want, select Add. To create a new contact, select + New. By default, the contact you add is assigned the Stakeholder role. Select the role corresponding to the contact to select a different role such as Decision Maker or Technical Buyer. 9. In the Details area of the Lead form, enter information about your lead's industry and preferred contact method. 10. On the command bar, select Save. Qualify a Lead (Creates an Opportunity) Do you have what you're lead is looking for and vice versa? After you've identified the timeframe, budget, purchase process, and decision makers for the sale, it's time to qualify your lead if there is an interest in what you offer. Your system administrator defines and configures what happens to a lead when it is qualified: • If your system administrator has set Create Account, Contact, and Opportunity records by default upon qualifying a lead to No, you'll be prompted to choose what records to create when the lead is qualified (account, contact, or opportunity). • If the system has been set to Create Account, Contact, and Opportunity records by default upon qualifying a lead to Yes, an account, contact, and opportunity record is created when the lead is qualified. To qualify a lead in Dynamics 365 1. Navigate to Leads. 2. In the list of leads, open the lead you want to qualify by clicking on it's name. 3. In the Qualify section of the sales process bar, enter all applicable information you want to track. 4. On the command bar, select Qualify. 5. If you see a prompt to select which records to create when the lead is qualified, select Yes for the records that you want to create, and then select OK. You are moved to the next stage in the business process based on the organization-level setting configured by your system administrator. Note: If an opportunity isn't created when qualifying a lead, the business process flow doesn't progress to the next , although the lead status becomes qualified. Tip: To qualify multiple leads at once, go to the list of leads, select the leads that you want to qualify, and on the command bar, select Qualify. What is Microsoft Dynamics CRM? Microsoft Dynamics CRM is a customer relationship management CRM software package developed by Microsoft. The product focuses on sales, marketing, and service sectors, but Microsoft has been marketing Microsoft Dynamics 365 for Sales as a CRM platform. Related https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/microsoft-projec... https://integent.com/consulting-2/mic... https://integent.com/consulting-2/mic... https://integent.com/consulting-2/mic...