You’re offline. This is a read only version of the page.
435
Hello,
I'm trying to understand how to use leads on Dynamics AX2009. I see there is a field Subject which is mandatory. I don't understand what does we have to put into this field.
Can somebody tell me the interest of that ? any example ?
Thanks.
PS : Sorry for mistakes, I'm french.
*This post is locked for comments
LEAD
A sales lead is a set of contact information for a person or business, which could somehow facilitate a future sale. Typically a lead will be a single person at a business who is looking to purchase a service or product you offer.
A lead may or may not be the person or entity who will eventually make the purchase, they may be an adviser, a friend, or a person without decision making power. The one consistent attribute of every sales lead, is that it is somehow related to a potential sale.
You will commonly find a lead referred to as an “unqualified” sales opportunity. To understand this, look at your sales process as a series of steps to qualify and close a deal. Each business will have different qualifications which indicate how likely a person is to make a purchase, or how well of a fit your products/services match the customer’s needs.
For eg:- Just enquiring about the things in a shop and leaving the way.
OPPORTUNITY
A sales opportunity is a qualified sales lead. This means an opportunity is also an object which represents a potential deal, but this specific deal has met certain criteria which indicate a high value to the business, or a high probability of closing.
This is where the differences between sales processes emerge. Since every business has a different set of criteria which determine how qualified a lead is, each business will consider a lead qualified at a different stage. There are many different pieces of information that can be used to qualify a lead, which we’ll cover below.
For eg:- Showing some interest to buy a things.May be this may convert as a customer or it may convert as a lead
OK, I understand, in fact there was a mistake in translation to french and that's why I didn't understood. Lead can have a lot of different meaning and they translate this in "Prospect" which, in french, is a person (or a company). It's a maybe future customer, not a meeting !
Thank's every one. But now I've another question :
What are the difference between Leads and Opportunities ?
Subject is same as the topic of discussion, when you get a lead for a business on different products offered by the company you can mention the details of the products which customer is interested in the " subject ".
Hope I answered the question, if you need more clarification you can contact me on skype: jaleel.riyadhksa
Thank You,
Regards,
Jaleel
i am managing leads in AX 2012, the subject is 'the name of the lead' for example some of your sales staff found a business opportunity and the name of this opportunity is 'Grand Mall at Downtown complex' so the subject will be the same ' 'Grand Mall at Downtown complex'
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,219
Super User 2024 Season 2
#2
Martin Dráb
230,056
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (