Create and qualify leads

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.

Activities

Name	Responsible	Description
Create lead	Rental sales	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 Rental Management for D365 Sales and D365 FO, leads are not synchronized. For more information, refer to Create or edit leads.
Qualify lead	Rental sales	Qualify the lead after you have defined the timeframe, budget, and purchase process of the lead. For more information, refer to Qualify or convert leads.
Account and prospect	Rental sales	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 FO. In D365 FO, a prospect is a company with which you potentially do business. The account in Rental Management for D365 Sales and the prospect in D365 FO 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 FO. In this case, no prospect or customer is created in D365 FO.
Contact	Rental sales	When you qualify a lead in Rental Management for D365 Sales: A contact is created in Rental Management for D365 Sales. In Rental Management for D365 Sales, a contact is a person related to an account with whom you communicate. An account can have several contacts. A contact is created in D365 FO. In D365 FO, a contact is a person related to a prospect or customer with whom you communicate. A prospect or customer can have several contacts. The contact in Rental Management for D365 Sales and the contact in D365 FO are linked. Note: If, for the lead, you have entered an contact name that already exists as a contact, a dialog is shown where you can indicate what to do with the duplicate contact. If, on the Qualify dialog, you have selected an existing contact, no contact is created. If you have selected an existing contact, usually, already a related contact exists in D365 FO. In this case, no contact is created in D365 FO.
Opportunity	Rental sales	When you qualify a lead in Rental Management for D365 Sales, an opportunity is created in Rental Management for D365 Sales. An opportunity is a lead who is now almost ready to buy. Use an opportunity to forecast sales revenue, set a potential close date, and indicate the probability of the sale.