New Lead Qualification Experience – Dynamics 365 Sales

To enable the new lead experience, navigate to App Settings >> Lead + opportunity management in the Sales Hub App. On enabling it, we get the option to specify whether the Account, Contact, and Opportunity records are created automatically or the user (seller) has the option to specify which record to create. We also see … Continue reading “New Lead Qualification Experience – Dynamics…

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New Lead Qualification Experience – Dynamics 365 Sales

To enable the new lead experience, navigate to App Settings >> Lead + opportunity management in the Sales Hub App. On enabling it, we get the option to specify whether the Account, Contact, and Opportunity records are created automatically or the user (seller) has the option to specify which record to create.

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Nishant Rana

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