O'Reilly logo

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide by Danny Varghese

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 4. Managing Sales Applications

In this chapter you will learn about:

  • Creating and managing leads
  • Creating and managing accounts and contacts
  • Creating and managing opportunities
  • Creating competitors
  • Creating and managing goals
  • Reporting and analysis

Creating and managing leads

Let us take a look at a business scenario relating to leads.

Business scenarios

Race2Win Insurance Company set up a booth at a trade show to market to potential customers. The marketing team present at the show took down information about each person that visited the booth and expressed interest in one or more of Race2Win's insurance products or services. This information included the visitor's name, address, phone numbers, and information about the company they worked for. ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required