Creating and Editing Leads

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Advisor CRM allows you to capture key information on a lead, track the lead through the business development cycle, and track communication and activities just like you do for current clients.

Click here to learn more about creating and editing Leads in Dynamics 365.

Best Practice

In the Account/Household field, enter what you want to be the name of the Account in Advisor CRM and the Household in Advisor View once you qualify the Lead. Our best practice is to use a Last Name, First Name format.