How do I close a lead in Dynamics 365

Question

Can someone step me through how to close a lead in Dynamics 365 that is not going ahead.

Answer 1

To close a lead in Dynamics 365 that is not going ahead, you typically follow these steps:

1. Navigate to the list of leads in your Dynamics 365 application.
2. Select the lead you wish to close.
3. Look for the option to decline or close the lead. This may involve selecting a reason for closing the lead and adding any notes you'd like to include.
4. Confirm the action to close the lead.

If you have any specific permissions or role requirements, ensure that you meet those as outlined in the Dynamics 365 documentation.

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References:

• Reopen leads in Dynamics 365 Sales
• Learn about leads

Answer 2

Hi Margaret Peacock,

Thank you for reaching out to us on Microsoft Q&A forum. 

In addition to the previous answer, I am providing the link to the learning module. Within this module, you will find a comprehensive overview of leads, including detailed instructions on how to create and import leads. Furthermore, the module includes a practical lab in Unit 6, where you can gain hands-on experience. I encourage you to thoroughly review the material and actively engage in the lab exercises to reinforce your understanding and skills.

https://learn.microsoft.com/en-us/training/modules/manage-leads-dynamics-365-sales/?source=recommendations

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