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Freshsales is a full-fledged CRM & Lead Management Software made for high-velocity sales teams, packed with features such as, built-in phone, integrated email, user behavior tracking, deal management, reporting and more. Learn more about Freshsales. Freshsales is a full-fledged CRM & Lead Management Software made for high-velocity sales teams. And, that’s one very strong reason for using a CRM application like Microsoft Dynamics CRM to help. The Concept of Lead Management in Dynamics CRM. Within Dynamics CRM, a lead is an unqualified business opportunity or potential relationship. Leads represent prospective customers that your sales representatives need to qualify or disqualify. This insurance agency lead management system helps organize your clients from the first call through the initial sale and then for the life of the client. A customer relationship manager (crm) specifically designed for life insurance agencies. At the heart of Microsoft CRM lead management is a customer – or potential customer – be that an account, contact, or both. Every interaction that can be recorded in CRM – e.g. Activities, sales opportunities, cases, or campaigns – has to be associated with either an account or contact.
-->- Unique Name
- msdynce_LeadManagement
- Version
- 9.0.1.61
- Customization Prefix
- none
Agency Management Software For Ms Crm Leadership
Entities
![Software Software](/uploads/1/2/6/5/126532914/585388977.png)
The following entities are included in this solution.
Name | Display Name | Description |
---|---|---|
account | Business that represents a customer or potential customer. The company that is billed in business transactions. | |
accountleads | description. | |
appointment | Commitment representing a time interval with start/end times and duration. | |
connection | Relationship between two entities. | |
contact | Person with whom a business unit has a relationship, such as customer, supplier, and colleague. | |
contactleads | ||
Activity that is delivered using email protocols. | ||
lead | Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived. | |
leadaddress | Address information for a lead. | |
postfollow | Represents a user following the activity feed of an object. | |
postregarding | Represents which object an activity feed post is regarding. For internal use only. | |
sharepointdocumentlocation | Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365. | |
systemuser | Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database. | |
template | Template for an email message that contains the standard attributes of an email message. |