Update new Lead Qualification defaults


Following the 10/15/19 Dynamics 365 release, we wanted to use the new "lead qualification experience" for our users. This new experience creates a pop up window once leads are qualified, and asks the users if they would like to create a new account, contact, or oppty from the qualified lead. Th...

Read more...
0 Comments

Read more...
0 Comments

Category: Lead Management (57)

STATUS DETAILS
Needs Votes