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ReportI'm ready to throw in the towel.
We're doing a Dynamics 365 CRM implementation. So far, the hardest part is getting the Sales team to understand the differences between Leads, Contacts, Opportunities and Accounts. Their argument is if they meet someone, they are a Contact.
They want to know what does it hurt to enter a new “Lead” directly as a new Account and Contact. I do not know enough about Dynamics to argue the point. Is there anywhere I can turn to for best practices in using Dynamics CRM?
We're doing a Dynamics 365 CRM implementation. So far, the hardest part is getting the Sales team to understand the differences between Leads, Contacts, Opportunities and Accounts. Their argument is if they meet someone, they are a Contact.
They want to know what does it hurt to enter a new “Lead” directly as a new Account and Contact. I do not know enough about Dynamics to argue the point. Is there anywhere I can turn to for best practices in using Dynamics CRM?
Thank you
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