April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 UnleashedBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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Converting Leads
Leads are converted to customers when they have met internal qualifications and become customers. Internal qualifications can be anything from a Lead indicating that he is ready to buy, to a background/credit check and line-of-credit approval prepared by your accounting department. In addition, Leads are converted to disqualified customers (and removed as active Leads) through the conversion processes for a variety of reasons, such as Lead disinterest or an inability to contact.
To convert a Lead, select the Qualify or Disqualify option from the navigation. When selecting Qualify, the Duplicate Warning form may open if triggered by your business process flow, as shown in Figure 8.23, and the Lead is converted to an Opportunity. ...
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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.