Maximizing your sales with Microsoft Dynamics CRM 4.0 / Edward Kachinske [and] Timothy Kachinske.
"Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system that gives busy sales professionals the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales"--Resource description page.
Saved in:
| Online Access: |
Full Text (via ProQuest) |
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| Main Authors: | , |
| Format: | eBook |
| Language: | English |
| Published: |
Boston, MA :
Course Technology, PTR/CRM,
©2009.
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| Subjects: |
Table of Contents:
- ""Acknowledgments""; ""About the Authors""; ""About the Technical Editors""; ""Contents""; ""Getting Started""; ""Chapter 1 Working with Leads""; ""Creating and deleting leads""; ""Task A: Creating a new lead""; ""Task B: Importing a list of leads""; ""Task C: Deleting a lead""; ""Viewing leads""; ""Task A: Finding a lead""; ""Task B: Switching between different lead views""; ""Qualifying leads""; ""Task A: Converting leads to accounts, contacts, or opportunities""; ""Task B: Converting multiple leads""; ""Task C: Disqualifying a lead""; ""Task D: Reactivating a closed lead""
- ""Chapter 2 Working with Accounts""""Creating and deleting accounts""; ""Task A: Creating a new account""; ""Task B: Creating a sub-account""; ""Task C: Editing an existing account""; ""Task D: Deactivating an account""; ""Task E: Adding notes for an account""; ""Task F: Adding attachments for an account""; ""Viewing account data""; ""Task A: Finding an account""; ""Task B: Switching account views""; ""Task C: Viewing history for an account""; ""Task D: Printing account information""; ""Task E: Viewing records associated with an account""; ""Sharing accounts""
- ""Task A: Assigning an account to another user""""Task B: Sharing an account with another user""; ""Task C: Checking your permissions for an account""; ""Chapter 3 Working with Contacts""; ""Creating and viewing contacts""; ""Task A: Creating a new contact""; ""Task B: Deactivating or deleting a contact""; ""Task C: Adding notes for a contact""; ""Task D: Attaching a file to a contact""; ""Viewing contact information""; ""Task A: Viewing contact history""; ""Task B: Printing contact information""; ""Associating contacts with other records""
- ""Task A: Creating a relationship between a contact and an account""""Task B: Defining a relationship between contacts""; ""Chapter 4 Finding Your Data""; ""Finding records""; ""Task A: Finding records in a list""; ""Advanced Find""; ""Task A: Using the Advanced Find feature""; ""Task B: Saving the results of an Advanced Find as a view""; ""Task C: Running a saved view""; ""Task D: Exporting an Advanced Find view to Excel""; ""Searching for duplicates""; ""Task A: Finding duplicates""; ""Task B: Viewing duplicate records""; ""Task C: Merging duplicate records""
- ""Chapter 5 Using Microsoft Dynamics CRM within Outlook""""Interface differences in Outlook""; ""Task A: Finding items on the Navigation Pane""; ""Outlook/CRM synchronization""; ""Task A: Going offline and online""; ""Task B: Setting options for synchronizing CRM with Outlook""; ""Task C: Configuring local data groups""; ""Working with CRM contacts, accounts, and leads in Outlook""; ""Task A: Tracking existing Outlook contacts in CRM""; ""Task B: Working with CRM accounts within Outlook""; ""Task C: Working with CRM leads in Outlook""; ""Opportunity management within Outlook""