Microsoft Dynamics CRM 2013 Customer Center
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Create or edit a lead

In Microsoft Dynamics CRM 2015, you use leads to keep track of business prospects that you haven't yet qualified through your sales process. A lead can be someone you've never done business with before, or it could be an existing client. You might get leads from different sources, such as advertising, networking, or email campaigns.

On this page:

Create a lead

Edit a lead

Additional considerations

Tips and tricks

Typical next steps

Create a lead

  1. Go to Sales > Leads. (In Microsoft Dynamics CRM for Outlook, go to Sales > Customers > Leads.)

  2. Choose New.

  3. In the Summary area of the Lead screen, type your lead's company and contact information.

  4. In the Details area of the Lead screen, type information about your lead's industry and preferred contact method.

  5. Add any notes and activities (for example, phone calls or emails) related to this lead. More information: Keep track of notes, tasks, calls, or email with activities

  6. Choose the Save button on the bottom right of the screen.

Edit a lead

  1. Go to Sales > Leads. (In CRM for Outlook, go to Sales > Customers > Leads.)

  2. Choose the lead you want to edit.

  3. Add any extra details you have about your lead.

  4. Choose the Save button on the bottom right of the screen.

Additional considerations

  • Nurture your leads through a CRM marketing campaign. More information: Get started with CRM marketing

  • Automate your lead generation with coordinated marketing campaigns. More information: Microsoft Dynamics Marketing

  • Research leads through social media channels like LinkedIn and Twitter. More information: InsideView

  • Find out more about what your leads are saying about your company and your competitors through social media channels like Twitter and Facebook. Also get a better idea about what their real needs are and how well their current solutions are working for them. More information: Microsoft Social Listening

Applies To

CRM Online

CRM 2015 on-prem

CRM 2013 on-prem

 
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