Add Leads in Sales Queue for MS Sales Insights

How to add leads in Sales Queue for Microsoft Sales Insights

Prerequisites

  • You have downloaded and installed Aptivio for Dynamics 365
  • You have configured the app on your environment.
  • You have synched the data from Aptivio into Dynamics 365.
  • You have a Microsoft Sales Insights license.

Convert Buyers to Leads in List View

  1. Connect to your Dynamics Environment and choose the app Dynamics 365 - custom.
  2. On the menu choose Leads.
  3. Select the leads you want to add in the Sales Queue.
  4. Click on Connect sequence.
  5. Choose your sequence and click on Connect.

Convert Buyers to Leads on Narrative View

  1. Connect to your Dynamics Environment and choose the app Dynamics 365 - custom.
  2. On the menu choose Leads.
  3. Click on the lead you want to add into the Sales Queue.
  4. Click on Connect sequence.
  5. Choose your sequence and click on Connect.