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lead management and lead nurturing are vital to any organization especially when we're looking at manufacturing lead pipelines and opportunity pipelines dynamics 365 sales what we're looking at right now affords a lot of key capabilities and drivers for success when it comes to managing these leads and and nurturing those into opportunities and eventually into cash so what we're taking a look at right here I'm on my home screen and Dynamics 365 on a kind of a launching point here and on a dashboard so I get a good breakdown visually if my opportunities my open leads some of the relationship assistant and AI driven components within the system now when we're considering leads and how to manage them how to nurture them want to call out a few particular capabilities and features that are in the system on the left-hand side here if we go down I'll click into leads and here we have a list of my leads I'm gonna go into this good prospect here so one thing to keep in mind as we jump into and breakdown the anatomy of a lead here is that a lead is in Dynamics 365 is really a data quality control mechanism you know these are flash-in-the-pan interactions shaking hands exchanging business cards they haven't been you know driven to or or work into full form customers so you know we don't want a bunch of kind of noise you know floating around amongst our key customers or key accounts in the system so leads are sort of that that pre opportunity that allow us to keep a lot of that that noise or that distortion out of the mix so right here we're taking a look at Peter Houston this is a good prospect a couple of things that I wanted to highlight one is at the very top of the form when it comes to managing these you know these these simple interactions or these either marketing or sales qualified leads is that these can be processed driven really should be processed driven giving a visual guide for our team's up at the very top of the form here too understand where we are in the lead management or leave nurturing cycle so whether you're an individual from operations if you're in sales support if you're an inside or outside sales you have a top-down understanding of exactly where you are in the management cycle or in the process of managing that lead before you get to that opportunity stage the nice thing about this very great driver for user adoption and does keep everything in lockstep when it comes to the the data that we need you know the the required or the recommended data that we're filling in as we as we work this lead so business process flows great driver for success in in data quality and engagement on a user basis now when we're looking at where these leads are coming from so moving on to more of the of that that omni-channel breakdown of of lead intake you know we can see at the very top of the form here that this lead came from a trade show was an in-person interaction there are other values you know if we break this open and take a look at some of the other options we have advertisements referrals partners trade shows and then web that is one of the nice things about Dynamics 365 is this is a configurable list now when we're thinking about web leads you know filling out forms or going to a specific you know manufacturing partner and requesting more information Dynamics 365 does provide portal capabilities that can plug right in and you know be able to push those lead requests or information requests right into the system in fact I do have a portal instance up right now now this is more of a customer self-service I've seen a couple of iterations between more of a sales queue and more of a customer service or marketing SKU this is more on the service side however it is hot you know this is this is powerful stuff to be able to with ease spin up portal that acts as it accesses your system directly and we have that that that lead intake capability ready to go in our domain so bringing it back to the lead source we have this breakdown we've got this proper segmentation of the origin point of the origins of this lead so we can drive reporting you know we can look strategically at where we should be investing our time and our energy to drum up and generate new lead lead records