April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Leads
Leads are not customers but rather potential customers. This is an important distinction because it provides a needed level of separation when working with your customer base. As explained later in this chapter, Leads are converted to customers when they become qualified. If they are disqualified, they remain as an inactive Lead.
Using Leads properly can provide rich insight into your organization on several levels. Because Leads are not yet qualified (they are potential customers who haven’t yet met internal criteria to be converted to customers), they should be considered the customer entry point into the CRM system.
Although it is certainly possible that you will be adding Accounts and Contacts directly into Microsoft Dynamics CRM, ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.