NOV
20

How To create a lead in Dynamics 365 for Sales

How To Create a Lead in Dynamics 365 for Sales

Leads are generated through many different sources, and it can be hard to keep track of them all. To be qualified or disqualified as a future sale a lead must go through the sales process. Dynamics 365 for Sales makes it easier to monitor leads and automate parts of the follow-up process. Get started by learning how to add a lead into Dynamics 365 for Sales.

1.Login to your Dynamics 365 for Sales System


2. Ensure that your Dynamics 365 for Sales dashboard has the sales module open. On the right-hand side, under the sales header, click on Leads.


3. After the leads screen has loaded, on the top navigation pane, click on the +New button.

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