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

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Hour 10. Entering Data as a Salesperson

What You’ll Learn in This Hour:

A month in the life of a salesperson

Capturing a lead and entering a lead

Converting a lead to an account and contact

Final planning

This lesson looks at how a salesperson might use Microsoft Dynamics CRM during a typical day and the following weeks. We will follow a scenario from day to day as a lead moves from being a lead to being a new customer.

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