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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / What is subject for le...
Microsoft Dynamics AX (Archived)

What is subject for leads ?

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Posted on by Xavier C 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.

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I have the same question (0)
  • Verified answer
    Muhammad Yousaf Profile Picture
    Muhammad Yousaf 1,339 on at

    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'

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    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

  • Verified answer
    rudra Profile Picture
    rudra 6,534 on at

    Subject filed is like providing a topic for your lead, Subject field is more over same as your Lead name.

  • Xavier C Profile Picture
    Xavier C 435 on at

    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 ?

  • Suggested answer
    rudra Profile Picture
    rudra 6,534 on at

    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


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