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Creating and Editing Leads
Tamarac CRM allows you to capture key information on a lead, track the lead through the business development cycle, and track communication and activities just like you do for current clients.
Click here to learn more about creating and editing Leads in Dynamics 365.
In the Account/Household field, enter what you want to be the name of the Account in Tamarac CRM and the Household in Tamarac Reporting once you qualify the Lead. Our best practice is to use a Last Name, First Name format.