Chapter 6. Working with Leads and Opportunities
Chapter at a Glance
In this chapter, you will learn to | |
✓ | Understand the difference between leads and opportunities. |
✓ | Create a lead. |
✓ | Qualify a lead. |
✓ | Disqualify a lead. |
✓ | Create an opportunity. |
✓ | Use opportunities to forecast potential sales. |
✓ | Close an opportunity. |
✓ | Reopen an opportunity. |
✓ | Convert an e-mail message to a lead. |
By now you should understand many of the basics of Microsoft Dynamics CRM and how to navigate within the software. Microsoft Dynamics CRM includes three main modules: Sales, Marketing, and Service. This chapter will take a deeper look at some of the sales management capabilities ...
Get Microsoft Dynamics® CRM 4.0 Step by Step now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
