It's all too easy to lose leads and miss follow ups. Dynamics 365 has great ways to help keep track of your sales workload.
You can tailor a lead reminder system to fit with your team size and workflow.
Simple activity reminders, like tasks and appointments, show up in your timeline for easy tracking.
Dashboards help organise your to-do lists, while automated reminders using Dynamics Workflows and Power Automate ensure you don't miss actions.
For advanced lead management, Sales Accelerator prioritises leads based on their likelihood to convert, making it easier to focus on high-potential prospects.
