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Hi
What is best practice in Dynamics Sales. I am new to sales, so advice is much appreciated.
I have a lead and it is then disqualified. The same lead makes a second attempt and this time they qualify. Should a new lead be created or should the previous lead be reactivable and then qualify?
Also, once a lead qualifies and has a contact or account, they go through the end to end process: opportunity, quote, invoice and this is then closed as complete. If that same contact has a second attempt through this process, i.e. a year later, would they become a New Lead associated to an existing contact or would you miss this step out and go straight to opportunity and existing contact?
What are the pro and cons please.
Many thanks
I have a lead and it is then disqualified. The same lead makes a second attempt and this time they qualify. Should a new lead be created or should the previous lead be reactivable and then qualify?
The good thing about Dynamics 365 is that it is customizable for different business needs. For this question it would depend entirely on how you want to set it up. If you create a new lead each time, you may get to the point where you have unnecessary duplicate data that you would have to continuously fill in each time they become a lead again, or you could prevent that by just reactivating it. You could also just have the lead open at all times and only close them when they are qualified.
Also, once a lead qualifies and has a contact or account, they go through the end to end process: opportunity, quote, invoice and this is then closed as complete. If that same contact has a second attempt through this process, i.e. a year later, would they become a New Lead associated to an existing contact or would you miss this step out and go straight to opportunity and existing contact?
Out of the box you can not associate a lead to an account/contact, at least not in the way you are describing it. Also, If you create a new lead each time a client goes through the sales process, you would have duplicate accounts and contacts after the lead has been qualified. It would be better to create the opportunity and connect it to the original account and contact.
The learning paths here on the Dynamics 365 certifications may help you get a better understanding of all of this.
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