Microsoft Dynamics 365 for Sales

Once you have determined that your lead meets your organization’s lead qualification criteria and you qualify a lead in Microsoft Dynamics 365 for Sales, you can either create an Account or Contact based on the Lead or add an Opportunity.

Last week, we learned how to qualify a lead in the system.

Today, we are ready to move forward and complete next steps…


Once we qualify a lead in Microsoft Dynamics 365 for Sales, behind the scenes, Microsoft Dynamics 365 for Sales is closing the lead as qualified and creating an Opportunity for the Customer along with a Contact and Account.

Everything goes together!

The potential customer’s company information is added, and now you can analyze next steps in their buyer’s journey.

What are the tasks you can start working on with this Opportunity?

You can begin to bring over call logs to identify these steps.


Microsoft Dynamics 365 for Sales Tips

Once you have converted the Lead to an Opportunity, you can add an SMA closed date for whatever the projected date its.

This same process can be applied to every lead. Navigate back to your Microsoft Dynamics 365 for Sales Dashboard to begin the process with new leads.


Microsoft Dynamics 365 Sales

Opportunities on your main Dashboard will show you the estimated revenue that each of them is worth.

Any outstanding Opportunities are worth following up on to keep your Sales Manager and business happy!


Learn more about Microsoft Dynamics 365 for Sales when you click here.

If you’d like help implementing a solution like Microsoft Dynamics 365 for Sales, discover what our experts can do for you via this page.

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