Comments on: CRM 4.0 Concepts: What are Leads, Contacts and Opportunities?

By: Suthan Dallas

Suthan Dallas — Wed, 22 Feb 2012 17:56:44 +0000

Thank you so much for the short and sweet explanation, God bless

By: Christian

Christian — Mon, 10 Oct 2011 14:09:15 +0000

Rudd: each of those three categories (leads, contacts and opportunities) can be classified as “Active” or “Inactive”. The beauty about this in Microsoft CRM is that the Inactive records won’t appear in your view, unless you directly specify you want to see them. This method keeps those “deceased” records archived with their history in CRM, but actively out of sight.

By: rudd

rudd — Sat, 08 Oct 2011 12:44:04 +0000

ther are three main groups in your list, leads-contacts-opportunities. I reckon these are chosen arbitrary. I wonder why the groups are not extended to 4 or 5. e.g.”potential” and “non-potentials” for the ever growing & fillings of clients in your db who are long deceased (fig. or lit.)

By: Mburu

Mburu — Thu, 25 Aug 2011 08:03:59 +0000

Thanks! Just what I needed!

By: Prashant

Prashant — Tue, 31 May 2011 13:33:19 +0000

Thanks a lot. Really helped me.

By: narashimha

narashimha — Fri, 13 May 2011 08:52:24 +0000

nicely welldone

By: shivakumar

shivakumar — Mon, 07 Mar 2011 18:14:57 +0000

Thanks for the explanation… earlier i confused abount these words but now its cleared…

By: dao

dao — Mon, 07 Feb 2011 08:56:54 +0000

thanks so much. I need it to start to use CRM

By: Guarav Bhardwaj

Guarav Bhardwaj — Thu, 18 Nov 2010 18:28:58 +0000

Nicely explained, thanks for the details.

By: Vicente Grillo

Vicente Grillo — Wed, 24 Mar 2010 13:43:59 +0000

Well done, in simple words and to the point!
10-4