5.5. Lead Configuration
Determining if your organization can benefit from using the lead management capabilities within Microsoft Dynamics CRM 4.0 should be based on responses to some of the questions posed in Chapter 4. In many cases, leads are not required until CRM utilization has matured and a clear need exists. Organizations that actively market to a large group or have defined prequalification criteria may use the functionality right away.
Effectively utilizing lead functionality requires you to understand what the Lead entity was designed to support. It may seem obvious that leads are potential customers and that the functionality needs to be configured to fit in with your use of accounts, contacts, and opportunities. However, you will ...
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