Documentation Index

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Create lead

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Use leads to keep track of business prospects. A lead can be an existing customer or a company or someone you have never done business with before.

In the integration between STAEDEAN Rental Management for D365 Sales and D365 F&SCM, leads are not synchronized.

For more information, refer to Create or edit leads.

Steps

  1. Sign in to your Rental Management for D365 Sales environment.

  2. Follow the steps as explained here: How to create or edit a lead.