Edgewater Fullscope Blog

Updated Solution Release: Pipeline Analysis Version 3.1.0 for Microsoft Dynamics

May 22, 2017 8:00:16 AM

Edgewater Fullscope’s Pipeline Analysis Solution for Microsoft Dynamics 365 (formerly Dynamics CRM) allows your sales managers and leaders to monitor, track and analyze their team at every stage in the sales cycle, in real-time.

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Improving Lead Qualification in Microsoft Dynamics 365

Mar 22, 2017 4:00:17 AM

When we look at the lead qualification process in Microsoft Dynamics 365, there is a standard outcome for a lead that includes creating a new Account, Contact and Opportunity when a lead is “Qualified” (see diagram of Qualifying Leads above).  When the lead is disqualified, no new records get created and in either situation the Lead record becomes a closed record in the solution.

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