Acme Ltd. utilizes Dynamics 365's out-of-the-box Sales module capabilities to capture leads from across three global sales offices and process them through lead qualification and the opportunity management life cycle.
The following are the three global offices:
- New York head office, USA
- London sales office, UK, for Europe
- Mumbai sales office, India, for Asia
The requirements of Acme Ltd. are as follows:
- Central reporting of opportunity management at the New York head office
- Lead-capturing and qualification based on the location
- Opportunity management
The following steps explain the process adopted by Acme Ltd. for capturing leads, filling in the required information in the lead records, and then qualifying a lead to generate ...
