Account and prospect

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When you qualify a lead in Rental Management for D365 Sales:  

  • An account is created in Rental Management for D365 Sales.
    In Rental Management for D365 Sales, an account is a company with which you (potentially) do business.

  • A prospect is created in D365 F&SCM.
    In D365 F&SCM, a prospect is a company with which you potentially do business.

 The account in Rental Management for D365 Sales and the prospect in D365 F&SCM are linked.  

Note

  • If, for the lead, you have entered an account name that already exists as an account, a dialog is shown where you can indicate what to do with the duplicate account.

  • If, on the Qualify dialog, you have selected an existing account, no account is created. The created opportunity is linked to the existing account.

  • If you have selected an existing account, usually, already a related prospect or customer exists in D365 F&SCM. In this case, no prospect or customer is created in D365 F&SCM.