Tuesday, March 29, 2016

Dynamics CRM Opportunity

Opportunity Topic
Opportunities are created when “an opportunity” to make a sale is found for an existing customer. Although Opportunities do not require the existence of a customer record, you can easily create a new Account or Contact record to associate the Opportunity with if the customer is new. By doing this, however, you skip the step of creating Leads and then converting Leads to customers and Opportunities. This might be how your business works. Perhaps your sales cycle is very quick, and Leads are not something that you cultivate.

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