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A lead table represents an individual that a company identifies as someone interested in receiving specific information about its products or services. A salesperson provides the information to a lead through email or other communication activities available in Dynamics 365 for Customer Engagement. Use a lead to track contacts or accounts that are potential customers but aren't yet qualified.
Lead management is largely the same as opportunity management. However, keep a lead separate from customer and opportunity data until the lead is qualified. The possible states for a lead are Open, Qualified, and Disqualified. You can convert a qualified lead to an account, contact, or opportunity. To convert, use the SDK QualifyLeadRequest class or the Web API QualifyLead action.
You can associate the following items with a lead:
- Contact and account information
- Customer requests
- Activities
- Notes
- Attachments
By associating and disassociating records using either the Dataverse SDK or Web API, you maintain a link between the lead and any accounts and contacts. This link makes it possible to generate reports that indicate the value of different lead sources.
When you enter a lead into Dynamics 365 Sales, you can use the process (workflow) engine to automatically route it to a specific user or team based on rules that the business unit or channel partner defines. Upon qualification, you either convert the lead to an opportunity or inactivate it. Retain the lead to allow for accurate business reporting, such as analysis of the effectiveness of different lead sources. For more information, see Business process flows.
Related information
Lead table
Sample: Qualify a Lead
Sales Tables
Opportunity Tables