Sams Teach Yourself Microsoft® Dynamics CRM 4 in 24 Hours

Hour 6. Managing Leads

What You’ll Learn in This Hour:

• A Little History

• Importing New Leads

• What Data to Capture and the Import Process

• Distributing Leads

• A Deeper Look at a Lead

• From Lead to Prospect

Managing 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. A lead is an unqualified person that has the potential to become a new customer.

A Little History

A lead is an unqualified contact that is associated with a company. This unqualified contact can come from a number of places, including a collected business card, a purchased list, a referral, a trade show, a seminar, or a random ...