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Edit account in Rental Management for D365 Sales

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In the STAEDEAN Rental Management for D365 Sales main process, when you qualify a lead, an account is created. You can also directly create an account in STAEDEAN Rental Management for D365 Sales.

  You can edit:  

  • An existing account in STAEDEAN Rental Management for D365 Sales: For more information, refer to Manage account.
    In STAEDEAN Rental Management for D365 Sales, an account is a company with which you (potentially) do business.

  • A D365 F&SCM prospect that is related to an account in STAEDEAN Rental Management for D365 Sales.
    In D365 F&SCM, a prospect is a company with which you potentially do business.

 For accounts and prospects, a two-way synchronization is applied. If you edit:    

  • An account in STAEDEAN Rental Management for D365 Sales, the changes are synchronized to the related prospect in D365 F&SCM.

  • A prospect in D365 F&SCM, the changes are synchronized to the related account in STAEDEAN Rental Management for D365 Sales.

Notes

In STAEDEAN Rental Management for D365 Sales, for the account, you cannot edit the fields on the Rental tab. You can only edit these fields in D365 F&SCM, on the Prospects page, on the Rental tab.