Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

Marking a Lead as a Customer

$
0
0

Hello,

Sorry if this is an obvious question, but I'm currently evaluating Dynamics CRM and I've hit a stumbling block.

I'm trying to understand what mechanism exists to allow me to mark a Lead as a 'Customer' when I have converted them. How do I go about doing this?

I imagine that there's a way of marking a lead or opportunity as having been converted so that I can then target marketing campaigns at either 'Leads' or 'Customers'.

I suspect I'm missing something obvious - or there's a gap in my understanding regarding terminology.

Any help would be appreciated!

Thanks,

- Chris


Viewing all articles
Browse latest Browse all 82002

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>