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MB2-704 · Question #56

You are a marketing specialist. You receive an email message from a prospective client who was referred to your company by a current client. You need to add the client to Microsoft Dynamics CRM so…

The correct answer is B. Convert the email message to a lead, and assign it to a salesperson. https://msdn.microsoft.com/en-gb/library/gg328442.aspx

Deployment

Question

You are a marketing specialist. You receive an email message from a prospective client who was referred to your company by a current client. You need to add the client to Microsoft Dynamics CRM so that a salesperson can follow up with the potential client. After tracking the email message, what should you do?

Options

  • AConvert the email message to an opportunity, and assign it to a salesperson.
  • BConvert the email message to a lead, and assign it to a salesperson.
  • CCreate a task, and set the Regarding field to the existing customer who referred the potential
  • DCreate a new account for the potential client and assign a follow-up phone call activity to a

How the community answered

(25 responses)
  • A
    4% (1)
  • B
    72% (18)
  • C
    16% (4)
  • D
    8% (2)

Explanation

https://msdn.microsoft.com/en-gb/library/gg328442.aspx

Topics

#lead conversion#email tracking#prospect management#Dynamics CRM

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