Released Version: v3.0 (Wave 2 2024 Release)
This article is useful for any environment operating on the above version or later.
Requirements
Requirement | Description |
|---|---|
EliteParks | This feature requires you to have an environment with a licensed version of EliteParks on your tenant. |
Dynamics 365 Business Central Essential Licence | A Dynamics 365 User licence is required to be able to use this feature, you will also require the necessary permissions for the system. |
Feature Description
The EliteLead feature has been enhanced to improve lead management. The system now checks for duplicate contacts, enabling easy merging. Additionally, users can store a salutation code and track both the last and next contact dates, improving follow-up and communication efficiency.
Business Uses
Merge duplicate leads for cleaner records and store salutation codes for personalised communication.
Track last and next contact dates for better follow-up to enhance your lead management and customer engagement.