Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours

Capturing a Lead and Entering a Lead

David attends the national coffee roasters’ event and, at lunch, he meets Janice, a woman from a town near where Semi-Roasted, Inc., is located. After further discussion, David learns that Janice is the owner of a local restaurant called The Coffee House, which serves recipes cooked from seasonal locally grown fruits and vegetables for breakfast and lunch.

David and Janice exchange business cards because Janice is interested in adding locally dried teas and locally roasted organic coffees to her menu. Janice then has to rush to another session.

David has a few minutes and he has his laptop, so he enters Janice’s contact information directly into his Microsoft Dynamics CRM system. In Figure 10.1, David starts ...