Use leads to keep track of business prospects. A lead can be an existing customer or a company or someone you have never done business with before.
Name | Responsible | Description |
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Create lead |
Rental sales |
Use leads to keep track of business prospects. A lead can be an existing customer or a company or someone you have never done business with before. In the integration between DynaRent for D365 Sales and D365 FO, leads are not synchronized. For more information, refer to Create or edit leads. |
Qualify lead |
Rental sales |
Qualify the lead after you have defined the timeframe, budget, and purchase process of the lead. For more information, refer to Qualify or convert leads. |
Account and prospect |
Rental sales |
When you qualify a lead in DynaRent for D365 Sales:
The account in DynaRent for D365 Sales and the prospect in D365 FO are linked. Note:
|
Contact |
Rental sales |
When you qualify a lead in DynaRent for D365 Sales:
Note:
|
Opportunity |
Rental sales |
When you qualify a lead in DynaRent for D365 Sales, an opportunity is created in DynaRent for D365 Sales. An opportunity is a lead who is now almost ready to buy. Use an opportunity to forecast sales revenue, set a potential close date, and indicate the probability of the sale. |