Microsoft Dynamics CRM - Create a Lead

Transcription

1 Trigger Business Process Procedure Overview How to set up a lead in the Sales workspace of Microsoft Dynamics CRM. 1. Provide additional context to enhance the learner's experience Tip: This is an example of one of the notes available in the Insert Notes feature. Epilogue has a library of notes that can be inserted with a click. Additional note templates can easily be created and added to the library at these are simply Microsoft Word DOT templates. 2. Simply use the Import Steps feature Information: Here s another example from the notes library. You can always insert hyperlinks, using MS Word s native Hyperlink feature, if it s relevant to reference another document (of any type) or URL. Additionally, using the Link Step feature of Epilogue Author, you can also create a link to another step in this document if it makes sense to jump to that step. If it s a conditional (if/then) situation, then the IF/THEN note type in the notes library is best used. Look below for an example of that. Page: 1 of 13

2 3. Simple use the Import Steps feature of Epilogue Author. 4. You control which slides you bring in and where you place them. 5. Select one of the following options: If Then Here s an example of an IF/THEN note, it s used for conditional situations involved in a transaction or process that leads to different routes through the documentation or to other documentation, for example: If condition A exists Proceed to Step 10 If condition B exists Refer to instructions contained in Document X (you create a hyperlick to Document X by simply using MS Word s Insert>>Hyperlink feature and selecting the location of the document and then the document as you normally would using that feature) If condition C exists Go to the XYZ URL and complete the ABC form (you Page: 2 of 13

3 create a hyperlick to the XYZ URL by simply using MS Word s Insert>>Hyperlink feature and entering the ULR as you normally would using that feature Microsoft Dynamics CRM 6. Select the Leads menu item Leads: Microsoft Dynamics CRM 7. Click the New icon. Page: 3 of 13

4 8. Complete the following fields: Field Name Description Values Topic Enter value in Topic. Example: A brief description of the lead Salutation Enter value in Salutation. Example: the salutation for your primary contact Last Name Enter value in Last Name. Example: your primary contact s name Job Title Enter value in Job Title. Example: your primary contact s title Page: 4 of 13

5 9. Click the Industry dropdown. 10. Select Transportation in the list box. Page: 5 of 13

6 11. Click on the Currency lookup Page: 6 of 13

7 Look Up Record 12. Complete the following fields: Search: Field Name Description Values Enter value in Search:. Example: pounds 13. Click the Search button. 14. Click the Create a new record button. Currency: New - Microsoft Dynamics CRM 15. Click on the Currency Code field to search for the currency Page: 7 of 13

8 Look Up Record -- Webpage Dialog 16. Click the United Kingdom checkbox. 17. Click the OK button. Currency: New - Microsoft Dynamics CRM 18. Complete the following fields: Page: 8 of 13

9 Field Name Description Values Currency Translation Enter value in Currency Translation. Example: the appropriate translation factor 19. Click the Save and Close button. Look Up Record -- Webpage Dialog 20. Click the OK button. Page: 9 of 13

10 21. Click on the Owner field to select the Lead Owner Look Up Record -- Webpage Dialog 22. Select the appropriate person's checkbox. Page: 10 of 13

11 23. Click the OK button. 24. Click the Source Campaign. field. Page: 11 of 13

12 Look Up Record -- Webpage Dialog 25. Select the applicable campaign's checkbox. 26. Click the OK button. 27. Click the Save button. Page: 12 of 13

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