Best Practices for Lead Management in Dynamics 365 CRM
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Learn how to optimize your Dynamics 365 CRM processes with effective lead management strategies. Discover how to set up lead routing rules and utilize predictive lead scoring to streamline your workflow and improve efficiency.
In this video, we cover:
- Setting up lead routing rules: Discover how to automatically assign leads to specific users based on certain criteria. This simple routing setup ensures that the right user can take swift action without a lengthy triage process.
- Predictive lead scoring: Find out how to set up and utilize predictive lead scoring within your CRM system to prioritize leads effectively. This minimal setup can significantly improve your lead management strategy.
Encore Business Solutions has been committed to helping organizations drive business efficiency with innovative and modern business management solutions since 1990.