InsideView For Dynamics 365 – How to Create a Lead right from your list build! – Cognettacloud.Net
A great customer of ours was working on their Dynamics 365 InsideView Solution with their sales team. During that meeting it was discovered the InsideView only creates an account record in CRM using their list build feature. This is completely opposite of most companies, where a Lead starts the SFA process, and ends with an Account.
We were determined to find a work around, and contacted…
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InsideView For Dynamics 365 – How to Create a Lead right from your list build! – Cognettacloud.Net
Blog Syndicated with Christopher Cognetta’s Permission
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