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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 1. Working with Leads

Creating and deleting leads

Leads are prospects. In many ways, they look and feel like contacts, but they have one big distinction. You haven’t qualified them yet. You can add new leads manually, or you can import lists of leads. Then, as the leads go through your sales cycle, you’ll come to a point where you either disqualify them or convert them to active customers.

Task A Creating a new lead

At any point, you can enter a new lead into the system manually. Maybe someone called with an inquiry about your services. Perhaps someone sent an unsolicited e-mail from a link on your website. Maybe you came back from a conference with someone’s business card. All of these ...

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