Enhance Your Business Efficiency with airSlate SignNow's Crm Lead Qualification Process for Organizations

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hello everyone my name is David coherent I want to walk you through how we've expanded League qualification inside of Microsoft Dynamics 365 now as a point of review whenever we have a lead in the solution and we qualify its we create an accounts a contact an opportunity by default and out of the box there's a few scenarios that are actually supported of course that base case scenario that works in a lot of examples where you're creating the account contact and opportunity and in some circumstances of course you're going to want to not create the account or not create the contact because you already have an existing account or contact in the solution but in every circumstance out of the box you're going to create an opportunity when you qualify a lead now of course some customers have come back and expressed the need to be able to only create the account or contact but not create the opportunity and in some circumstances they not only want to not create a brand-new opportunity but they want to associate it to an existing opportunity so we created the League qualification solution to allow for this additional flexibility let me show you how that works inside of Dynamics 365 so I've logged into Microsoft Dynamics 365 and I'm looking at and have navigated to my leads area I'm gonna go ahead and open up this lead and if I go ahead and qualify this lead it's going to create that account contact and the opportunity in the solution of course it's going to create a new company record called Trident foods it's going to create a contact and associated to that account for Mara and then ultimately it's going to create an opportunity so I'm going to go ahead and do that that's a base case scenario I'm going ahead and qualify this lead and as it does that of course it makes this record read-only it sets it to qualified and you can see here that this record is now a read-only record now if I come over to the companies area and I navigate down here well now see that Trident foods seafoods has been created so there's a new account in the solution and Mara has been created as associated contact and if we scroll down here and look under opportunities we're going to see there's a new opportunity called trade show lead I'll go ahead and open that up it's our opportunity I can go ahead and even check this and that's our opportunity if I want to go backwards and look at that lead I can click on the qualify tab here and it will take me back to that actual lead itself now let's go back to leads again I'm going to navigate through the sales area come back up to leads now let's go ahead and open up this lead and this time I want to associate this lead to an existing accounts an existing contact and an existing opportunity in that example where maybe you've been in a trade show or somebody's come in through your one of your social channels and they're already an accountant contact in the solution even though a lead was created and maybe there's an opportunity that's already going on so we want to make that association so you can see here on this particular lead at the top we can actually associated to an existing account resisting contact so in this case we've actually already associated this particularly to an existing account called 3m had corporate headquarters I might even want to see if John is in the solution already or not I can do a quick search and looks like John is not in here so I'm going to create a new contact but we actually may have an existing opportunity so down here under the qualification area that gets added with our solution we can come down here and have a quick look so I'm gonna have a search on all of our opportunities for 3m and as I scroll through it it looks like there's actually a 3m tape adhesive project that's already being tracked and that's what this particular gentleman's interest is in so I'm going to go ahead and associate this existing opportunity to this particular lead instead now as we go through this I don't want to create an account so I'm going to say no I'm gonna say yes that we want to create a contact and no we don't want to create an opportunity and when I do that and I now qualify the solution what's going to happen is that John Walker is still going to get created the lead is still gonna get qualified and become a read-only record but instead of creating a brand new opportunity this lead now will get associated to that existing opportunity so let's go ahead and first navigate to 3m corporate headquarters so you can see the account itself you can see that John Walker got created here as a new contact if I go down to the opportunities area you'll see that there's actually an opportunity here but it's not the existing one that we had already and when I open that up and scroll down here we've added a tab called leads to see what all the associated leads are and I can see here that the John Walker lead was associated to this existing opportunity so that summarize is our lead qualification solution so I want to wrap up I want to thank you for watching our brief overview on how we have expanded League qualification inside of Microsoft Dynamics 365 if you have any questions about our solution please reach out to your account director thank you