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Tracking a sales pipeline from target (company), to connected (lead), then to opportunities.

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Hi - I am not a CRM pro and I haven't really used Dynamics. I have used Salesforce (Lightening) previously and created a sales pipeline that tracked from identifying targets through the sales pipeline to winning work. I am looking to replicate this in an organisation that has Dynamics but isn't using it to manage it sales pipeline. What's the best way of doing this in Dynamics? It seems that Dynamics has three 'objects' - companies/organisations, individuals/leads, and projects/opportunities. Can these be linked and tracked within a single view? My pipeline headings are target, connected, understood, propose, negotiate and win, so I suspect targets will generally be organisations or companies, those in connected will be individuals or leads, and then there will be associated opportunities. I assume all the individuals are effectively aligned to a company, and opportunities are aligned to an individual, so it should presumably be relatively easy. Is there are quick training video I could view?
Thanks in advance for any advice
Keith
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Tracking a sales pipeline from target (company), to connected (lead), then to opportunities.
    Hi,
     
    In Dynamics Sales salespeople follow Business Process Flow guidance to interact with leads from the early stages to closing the sale.
     
    In the Opportunity Pipeline view, you can see data for each sales stage.
     
    Best Regards,
    Dengliang Li
     

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