Microsoft Dynamics® CRM Training

Creating Accounts and Contacts from Leads

Video Details

Microsoft Dynamics CRM can be quite the timesaver when it comes to creating Account and Contact records from Leads. When you qualify a Lead record, Dynamics CRM automatically converts it to an Account, Contact, and Opportunity record while transferring all of the related data to the new records.

In this lesson, we explain how this functionality works, and how the information recorded in the Lead dictates which records are created upon its qualification.

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