Download e-book for kindle: Maximizing Your Sales with Microsoft Dynamics CRM 4.0 by Edward Kachinske, Timothy Kachinske

By Edward Kachinske, Timothy Kachinske

Microsoft Dynamics CRM 4.0 is a completely built-in buyer courting administration (CRM) process that offers busy revenues execs the potential to simply create and retain a transparent view of consumers from first touch via buy and post-sales. if you are the sort of busy revenues execs, you wish a simple reference instrument to maximise your use of Microsoft Dynamics CRM 4.0 's diverse characteristic set. "Maximizing Your revenues with Microsoft Dynamics CRM 4.0" is that instrument. This booklet explains, in concise, easy-to-understand language, find out how to get the main out of this innovative CRM software program. subject matters like operating with contacts and bills, coping with possibilities and schedules, writing letters, sending e-mails, operating reviews and extra are explored in-depth. This e-book additionally covers a few administrative initiatives aimed toward IT pros seeking to organize and configure personal tastes for his or her Microsoft Dynamics CRM 4.0 clients. With this quickly, to-the-point source, you will not simply be "up and operating" in Microsoft Dynamics CRM ; you can be knowledgeable!

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If you use Microsoft Dynamics CRM, you don’t have to worry about this, since Microsoft Dynamics CRM and Outlook sync contacts. Task A Creating a new contact You can create a new contact from anywhere in Microsoft Dynamics CRM by clicking the New Activity drop-down. Contacts can then be associated with company records. Any contacts entered into Microsoft Dynamics CRM through this process will also show up in your Outlook contacts list. If you are creating a contact that is associated with an account record, you can also create the contact from the account record.

4. Double-click a contact to bring up contact details. 5. Click the Print button on the toolbar to print detailed information for the contact. If you need information printed in a specific report, consider running a report. Reports are covered in Chapter 15. 33 Chapter 3 Working with Contacts Associating contacts with other records Unless you are working in a strict business-to-consumer environment, you may need to link contacts to accounts or other contacts. Need to bring up a list of all contacts at IBM?

Your contacts list should appear. Locate the contact and double-click it. From the Actions drop-down, choose either the Deactivate Contact option or the Delete Contact option. 5. Click OK to confirm your deactivation or deletion. Deactivated contacts go into an inactive status. They won’t appear in your active contacts list, but they’re still in the database. 29 Chapter 3 Working with Contacts Task C Adding notes for a contact Most of your contact data will be entered into fields, but sometimes you may have important bits of information that don’t logically fit in a field.

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