Hey there.
I'm just starting out with Microsoft Dynamics CRM 4.0 and it's not clear to me when I would create a new Lead and when I could create a new Opportunity.
In the Resource Centre, the "10 things to know about getting started with sales" it says rather obtusely.
Understand the difference between leads, opportunities, accounts, and contacts
Accounts represent companies that your organization does business with.
Contacts are people who represent an account.
Leads are potential or prospective customers.
Opportunities are not a specific customer, such as a lead, contact, or account, and therefore require a customer record to be added to the opportunity.
Customers can be accounts, contacts, or leads. You can also use relationship roles to define how specific account, opportunity, and contact records are be related to one another in Microsoft Dynamics CRM.
The sentence about Opportunities makes very little sense to me...
I guess I just need an example.
So, is this a lead or an opportunity:
Example 1: Someone posts a requirement on Twitter for a HTML mail out. We have not quoted for this client before. So, is that a lead, or an opportunity? If its a lead, how do we show the source of the lead?
Example 2: We meet a customer at a trade show who may, possibly, want a site rebuild in the future. We don't know when. Lead, or opportunity?
Any help appreciated.
M.
