Now Reading: Creating an Opportunity from a Phone Call : AMS Club Tip 12
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Creating an Opportunity from a Phone Call : AMS Club Tip 12
DYNAMICS 365 SALES TIPS
Here’s what you’ll learn
- How to log calls against the right record (contact / account)
- How to use the Convert To feature to create an opportunity
- Why this method keeps your timeline clean and connected
- How activity rollup helps you see the full picture at account level
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The post Creating an Opportunity from a Phone Call : AMS Club Tip 12 appeared first on All My Systems.
Check Pete Murray’s original post https://www.allmysystems.co.uk/creating-an-opportunity-from-a-phone-call-ams-club-tip-12/ on www.allmysystems.co.uk which was published 2025-09-16 12:44:00
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