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Summary

This chapter went into detail on the Sales Force Automation Functionality of Microsoft CRM. I stuck to the Web client because there is a lot to cover, and we'll be looking at the Outlook client in the next chapter.

Lead records in Microsoft CRM provide a great way to keep your prospect data separate from the rest of your data. This keeps service people from having to wade through a lot of information that is irrelevant to them. After a Lead has shown promise, it can be converted to a Contact, Account, and/or Opportunity and put in with the rest of your data.


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