Do your users complain that they don't want to create an opportunity every time that they qualify a lead for in Dynamics 365 for Sales? Yea, I thought so!
Please note that Microsoft has recently made updates that may mean you no longer need this solution. If you are on a recent version of Dynamics 365 for Sales, check out this document from Microsoft to see if you can use this recently re-introduced feature: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/define-lead-qualification-experience
If the linked solution doesn't work for you, then read-on for more information.
Here are a few common scenarios we run into:
You're stuck having to delete opportunities, or keep unconverted leads that really shouldn't be leads.
If you're looking for some DIY (do it yourself) options for better lead conversion, you can check out this blog on 6 ways to convert and qualify leads in Dynamics 365.
But if you're looking for a more robust solution that you can quickly install and improve user productivity, we've just rolled one out!
Like what you see? Contact C5 Insight for more information.
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