Converting a Lead to an Account and Contact

David finishes up his week at the conference and is back in the office the next Monday morning. In the office, he enters many other leads that he met at the conference and schedules and makes decisions regarding what he needs to do to qualify each of them.

By the Way: Another Option

David could also upload a list of leads from Excel, or he could use a third-party tool that supports scanning business cards into electronic Microsoft Dynamics CRM format to scan the business cards he collected.

Later in the day, he receives a response to his e-mail from Janice. She is available on Thursday at 3:00 p.m. David converts Janice’s Lead record to an Account entity and a Contact entity, now that a solid base ...

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