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Lead management is a critical process in sales, enabling organizations to capture, track, and nurture potential customers from initial interest to conversion. Effective lead management helps sales teams prioritize prospects, engage with them at the right time, and increase the likelihood of closing deals. Dynamics 365 Sales provides tools to automate lead assignment, score leads based on potential, and streamline qualification, ensuring sellers focus on the most promising opportunities and drive business growth.
Configure lead management
As an administrator, you can define the lead assignment rules, qualification experience, autonomous AI agent for research and engagement, duplicate detection rules, lead scoring rules, and so on. These settings help your sales team to follow a streamlined process for managing leads.
Lead assignment rules: Auto-assign leads to sellers based on certain rules.
Lead qualification experience: Give your sellers the flexibility to choose which records to create—account, contact, or opportunity—when a lead is qualified.
Autonomous AI agent for lead research and engagement: Configure an AI agent to autonomously research and engage with leads effectively.
Duplicate lead detection: Enable duplicate lead detection to help your sellers identify and address potential duplicate leads.
Predictive scoring rules: Help sellers increase the probability of winning a deal based on predictions from past data.
LinkedIn Sales Insights integration: Integrate with LinkedIn Sales Navigator so that your sellers can get the most recent and relevant data of their leads from LinkedIn.
Work with leads
As a seller, you create leads, work with leads handed over by agents, use predictive scores to improve the lead conversion, and qualify and convert leads to opportunities.
- Create a lead: Use leads to keep track of business prospects.
- Work on leads handed over by the Sales Qualification Agent
- Use predictive scores: Use the predictive lead scoring feature to prioritize your leads based on scores.
- Qualify and convert: Qualify a lead to convert it into an opportunity.
- Use Copilot to be productive and efficient: Use Copilot to quickly get up to speed with your leads. Ask Copilot to summarize a lead or get the recent changes made to a lead.