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I recently received an e-mail from El-Noor Rashid with several interesting “what-if” scenarios on what is and what isn’t a Lead and Opportunity in Dynamics CRM. I gave him my interpretation of what qualifies, but feel free to rehash these scenarios and give your own feedback. Q: Suppose you have a new contact from an [...] One of the most frequent questions I’ve come across from new clients is: “What’s the difference between Leads, Contacts and Opportunities in Dynamics CRM?” This topic comes up because older contact management systems typically don’t have separate repositories for Leads, Contacts and Opportunities. These clients are used to having all that information lumped together in [...] |
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