During the Lead qualifying process, you work closely with your Lead, taking notes on their needs, current processes, and other areas of importance. These notes play a crucial role in the success of your Lead qualifying process.
Oftentimes, these notes are needed for continuing a healthy relationship with your client but for the average Microsoft Dynamics CRM user, can be difficult to find once the Lead has been converted to an Account, Opportunity, Contact, or all three.
The NABC Lead Notes managed solution solves this problem by adding functionality to the Account, Contact and Opportunity entity forms. With the click of a button (accessible in the Ribbon), you display or hide a section that contains all of the originating Lead's notes.
Easy and Useful
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