Tasks in Lead Management of MSD Axapta CRM

Tasks in Lead Management of Axapta CRM


Lead Management enables users to manage and maintain lead records by:
• Creating records - manual entries in the Lead maintenance or Lead entry forms
• Reviewing records - records can be viewed in multiple ways such as by status or subject
• Modifying records - specific information about a lead can be changed to update records
• Deleting records - permanently remove lead records from the database. Users have the option to restrict deletion of records that a company does not want deleted