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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Hour 6. Managing Leads

What You’ll Learn in This Hour:

A little history

What data to capture and the import process

Distributing leads

A deeper look at leads

From lead to account: conversion

Managing sales leads is the beginning of a sales process and one core reason for using a CRM application. In this hour, we dive into the world of leads and the meaning of leads in the world of Microsoft Dynamics CRM. Be patient for the first part of this hour is going to look at taking an outside list of leads (such as a list you might get from a trade show) and pulling this list of leads into Dynamics CRM. In general a lead is a person who is considered to be an unqualified prospect—as in sales has not talked to this person or they have had just ...

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