Exercise: Work with leads and opportunities
During this exercise, you manually create a lead for Jim Glynn. Jim works for a company called Adventure Works. You use the tools available in Dynamics 365 Sales to capture the Lead information in the system, qualify the Lead as an Opportunity, and close the Opportunity.
If it's not open already, open the Dynamics 365 Sales Hub application.
Using the navigation on the left side of the screen, select Leads.
On the My Open Leads view, select the New button to create a new lead.
Complete the Lead information as follows:
Topic: Want to upgrade their existing equipment
First Name: Jim
Last Name: Glynn (Your Initials)
Job Title: CEO
Business Phone: 888-555-6767
Email: JimG@sample.com
Company: Adventure Works
Street 1: 1987 191st Ave N
City: Fargo
State/Province: ND
Zip/Postal Code: 58102
Select the Save button to save the new lead and leave it open.
On the Lead to Opportunity sales process, select the Qualify stage.
Complete as follows:
Purchase Timeframe: Immediate
Estimated Budget: $50,000
Purchase Process: Committee
Close the Qualify stage fly-out.
On the Command bar, select the Qualify button.
The system closes the Lead record and creates a new Opportunity record. Notice that the Lead to Opportunity business process flow was automatically advanced to the Develop stage.
On the Opportunity Header at the top of the record, select the down arrow next to the Owner field.
Complete as follows:
Est. Close Date: Two days from today
Est Revenue: $50,000
In the Stakeholders subgrid, notice that Jim Glynn (Your Initials) is already defined as a stakeholder.
On the Sales Team subgrid, select the Vertical Ellipsis. From the menu that appears select New Connection.
Search for and select your user record. Once completed, click the Add button.
On the Lead to Opportunity business process flow, select the Develop stage.
Complete as follows:
Identify Stakeholders: Mark Complete.
Identify Competitors: Mark Complete.
Select the Next Stage button to advance to the Propose stage.
On the Propose stage, mark all four tasks as Completed. Select Next Stage.
On the Close stage, mark all tasks as Completed.
Select the Finish button on the business process flow.
On the Command Bar of the opportunity, select the Close as won button.
On the Close Opportunity dialog, click the OK button to finish closing the opportunity record.