- Equipment Rental
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.
