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Update 02-Manage-leads-opp.md
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anjenni authored Oct 8, 2024
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Expand Up @@ -21,22 +21,22 @@ Upon successful completion of this lab, you will be able to:
In this task, you will create three leads, one without company information and two with company information.
1. Go to your Dynamics 365 Sales Hub application. Ensure you are in the Sales area, using the bottom left dropdown menu.
2. Using the navigation on the left, under the Sales group, select **Leads.**
3. In the Work Items pane, select the **three vertical ellipses** next to the text Read Only Grid.
3. In the Work Items pane, select **Read Only Grid** to change the type of view.
4. From the menu that appears, select the **+ New** button.
5. Enter *Coffee Machine Lead Without Company* for Topic, *Jane* for First Name, *Doe* for Last Name.
6. Accept the **Cafeteria Manager** suggestion that was populated in the Job Title field.
7. Select the **Save** button. On the command bar at the top, select the **+ New button** again.
8. Enter *Coffee Machine Lead* with Company for Topic, *Jon* for First Name, *Doe* for Last Name, *Doe Inc.* for Company, and click **Save.**
7. Select the **Save** button. On the command bar at the top, select **+ New** again.
8. Enter *Coffee Machine Lead with Company* for Topic, *Jon* for First Name, *Doe* for Last Name, *Doe Inc.* for Company, and click **Save.**
9. On the Command Bar, select the **+ New** button one more time.
10. Enter *Another Coffee Machine Lead* for Topic, *Jack* for First Name, *Smith* for Last Name, *Test Coffee Shop, Inc.* for Company, and click **Save.**
10. Enter *Another Coffee Machine Lead* for Topic, *Jack* for First Name, *Rogers* for Last Name, *Test Coffee Shop, Inc.* for Company, and click **Save.**

### Exercise 2 – Lead Qualifications
In this exercise, you will qualify/disqualify leads and see what records will be created when a lead goes through the qualification process.

#### Task 1 – Qualify Coffee Machine Lead Without Company Information
1. Go to your Sales Hub application.
2. Select **Leads.**
3. On the Work Items pane, select the **Read Only Grid** button.
3. On the Work Items pane, click on the **Read Only Grid** button.
4. Locate **Coffee Machine Lead Without Company** and select it.
5. Click **Qualify** from the top menu.
6. The lead will be Qualified into a new Opportunity record.
Expand All @@ -52,7 +52,7 @@ In this exercise, you will qualify/disqualify leads and see what records will be
4. Click **Qualify** from the top menu.
5. The lead will be qualified like the previous lead, and you will be taken to the newly created Opportunity record from the qualified Lead.
6. Locate the Contact field. You will find that Jon Doe is now a Contact record.
7. Locate the Account field. You will find that Test Coffee Shop, Inc. is now an Account record.
7. Locate the Account field. You will find that Doe, Inc. is now an Account record.

#### Task 3 – Disqualify a Lead
1. If necessary, go to your Sales Hub application.
Expand Down Expand Up @@ -92,7 +92,7 @@ In this exercise, you will walk through the process of working an opportunity th
- Subject: Initial Call to Jon.
- Due: Enter Today’s Date at 4:30 PM
10. Select the **Save and Close** button.
11. With the Opportunity open, select the **Develop** button on the Lead to Opportunity business process flow. Complete as follows:
11. With the Opportunity open, select the **Develop stage** on the Lead to Opportunity business process flow. Complete as follows:
- Customer Need: Looking to upgrade their coffee machines at multiple locations.
- Proposed Solution: Recommending multiple AirPot Duo Machines.
- Identify Stakeholders: Completed
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