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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 6. Working with Leads and Opportunities

Chapter at a Glance

Working with Leads and Opportunities

In this chapter, you will learn to

Understand the difference between leads and opportunities.

Create a lead.

Qualify a lead.

Disqualify a lead.

Create an opportunity.

Use opportunities to forecast potential sales.

Close an opportunity.

Reopen an opportunity.

Convert an e-mail message to a lead.

By now you should understand many of the basics of Microsoft Dynamics CRM and how to navigate within the software. Microsoft Dynamics CRM includes three main modules: Sales, Marketing, and Service. This chapter will take a deeper look at some of the sales management capabilities in the software. ...

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