Understanding and managing leads

Your leads table is important whether you’re talking about sales or marketing, but there are some differences between how the two use leads. Let’s take a closer look at leads, how they’re important in the system, and how to create them.

Defining leads

In Dynamics 365, there are different definitions for leads depending on which applications you are working with. In Dynamics 365, you have a sales lead and a marketing lead. Let’s go through the definition for both of these.

A sales lead

A sales lead in Dynamics 365 Sales is someone that has an interest in your company’s offerings, nothing concrete. You know they are interested in something, but you’re not sure what. You might not have information about the customer or the company, and you might not know which product they are interested in. All you know is that they have expressed some sort of interest in your company.

A marketing lead

In Dynamics...