MB2-713 · Question #7
Your company purchases a mailing list of purchasing managers at the companies in you area. Your contact the purchasing managers. You gather information about their budget and timelines. You conclude…
The correct answer is C. Populate the Develop section of the lead business process flow. The business process bar in Microsoft Dynamics CRM Leads and Opportunities is a very useful tool for tracking where your sales revenue generating opportunities are in the sales cycle. If you are looking to modify the existing sales stages (Qualify, Develop, Propose and Close)…
Question
Your company purchases a mailing list of purchasing managers at the companies in you area. Your contact the purchasing managers. You gather information about their budget and timelines. You conclude that their companies are a good fit for a product that you sell. You need to advance the sale and provide data for sales pipeline tracking to your sales managers. What should you do next?
Options
- AAdd a lead to a marketing list.
- BGenerate a quote.
- CPopulate the Develop section of the lead business process flow.
- DQualify a lead.
How the community answered
(17 responses)- A6% (1)
- B12% (2)
- C76% (13)
- D6% (1)
Explanation
The business process bar in Microsoft Dynamics CRM Leads and Opportunities is a very useful tool for tracking where your sales revenue generating opportunities are in the sales cycle. If you are looking to modify the existing sales stages (Qualify, Develop, Propose and Close), that is simple enough. You just need to have a system administrator or system customizer role. Go into the Customizations area and click on the Option Sets. The Stage Category is the Option Set record we're looking to update. microsoft-dynamics-crm-2015
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