Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours

A Little History

As mentioned, a lead is an unqualified contact or person who is usually associated with a company. This unqualified contact can come from a number of places, including a business card, a purchased list, a referral, a trade show, a seminar, or a random phone call. In Microsoft Dynamics CRM, there is a special place in the system for these unqualified contacts (leads). There are two core reasons for the separation between qualified and unqualified contacts. The first is that many companies purchase large lists of contacts, and it is generally good practice not to put a huge list of unqualified contacts in with your nice clean qualified data. There is definitely something to be said for not having to sort through 50,000 extra Lead ...