Microsoft CRM Leads Management

All activities, such as e-mail, phone calls, and meetings, are logged, so that a running history of every communication activity with the lead is kept. You can use Microsoft CRM to import contact and lead lists into the database, perform the common qualifying activities, and convert names to opportunities if they qualify. Names that do not work out are disqualified, but retained in the database for business reporting purposes, for instance to analyze the success of different list sources or to assess how much time the sales force spends prospecting leads.

Working with Leads

Because most customers start at the lead stage and progress from there to opportunities and then accounts, Microsoft CRM provides administrative features for importing leads from lists and disqualifying them as potential customers or converting them into opportunities and accounts. These features include performing basic actions (add, edit, and delete leads), viewing lead information and all the activities associated with that lead, and assigning and qualifying leads.