Course curriculum

  • 1

    Turning Leads into Opportunities - Lead Qualification - IBC 2023 Edition

    • Introduction

    • Overview of Leads in CRM

    • Reviewing Lead information

    • Qualify Lead - Link Existing Opportunity

    • Qualify Lead - Create New Opportunity

    • Opportunities - Source Campaign

    • Summary

    • Closing
  • 2

    From Lead to Opportunity in D365

    • Introduction

    • Why do we capture and qualify leads?

    • Lead to Opportunity Flow

    • Viewing Leads

    • Sales to Opportunity Workflow

    • (Re)viewing Leads

    • Qualifying a Lead - Link to an existing Opportunity

    • Qualifying a Lead - Create a new Opportunity

    • Disqualifying Leads