Microsoft Dynamics CRM Centro de clientes
Microsoft Dynamics CRM
Centro de clientes
 Microsoft Dynamics CRM Centro de clientes

Add stakeholders to your opportunity

You've qualified your lead, and now you're in the opportunity stage. As you work on converting the opportunity into a closed sale, you'll want to add key stakeholders and decision makers who can help you win the business.

  1. Go to the Opportunities subfolder and open the Opportunities list. You can find it just below the Leads subfolder.

  2. In the Opportunities list, double-click the record you want to add stakeholders to.

  3. In the Stakeholders section of the Microsoft Dynamics CRM form, choose the Add button , and then select the person's name.

Next up: Send a sales brochure to a potential customer

Read more

Nurture leads through the sales process

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Nota

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