How to Modify a Dropdown in CRM

How to Create A Workflow in CRM

Watch this video to learn how to create a workflow, particularly one that has to wait until a certain time or condition is met.

How to Add a Field in CRM

Ever want to customize CRM?  Add a field or modify a drop down?  Watch this video.  But remember, you must have customization rights to do this.

Why You Need A CRM Consultant with Sales and Marketing Experience

The WHO is just as important as the WHAT in CRM. The WHO: the Partner working with you to design and implement CRM The WHAT: the design and use of CRM. CRM can encompass many different WHATs.  It is designed to be flexible and easily customizable to fit with any business model and any marketing…

Keep a Running List

Just a thought as I work on another CRM implementation… If you are a consultant who is doing several implementations or even if you are just installing this at your company, it’s always good to keep a list of the lessons learned throughout the installation and implementation process.  I have a running list of things…

The Magic Button: Track In CRM

Yeah, you could download the file into excel then upload and check to see that they loaded correctly.  Then you’d have to open each one up and associate it to an Account. Otherwise, you’d have lots of random Contacts floating around unattached and bumping into one another.   Even with this route, there’s the question of what…