HOTSPOT
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A company uses Dynamics 365 Sales. The company wants qualified leads to create duplicate accounts and contacts. The company does not want to use currently available accounts or contacts because the accounts and contacts are owned by different organizational units.
You are training a new sales representative on qualifying leads. The new sales representative is unable to perform the following activities:
• Create a new account or a new contact when one already exists.
• Find notes after a lead is qualified to show the manager what was done with that account.
You need to recommend a solution.
What should you recommend? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
NA1926
7 months, 1 week agoNA1926
7 months, 2 weeks agoNA1926
8 months, 1 week agoNewb007
9 months, 3 weeks agoNewb007
9 months, 3 weeks agoNewb007
9 months, 3 weeks agoNewb007
9 months, 3 weeks ago