“The lead process is in essence very simple. An unqualified lead is identified and captured onto the Dynamics application where a target business area or areas review the information and can then make a decision on what they do.
The options are toFollow a lead orQualify a lead
If you do not have enough information at this time you may wish to [[Request more information on a lead]] The only way that the person will be identified is if you show them as the owner of the task.
What to try now?
Creating a new lead
Routes back
Dynamics Home >05 = Leads”
