In the last part of this series, I touched on how easy it was for my sales manager to view all of my activity and pipeline without having to present him with a report every week. This post will focus on how using CRM makes me more productive without growing the amount of work I…
Category: Tips & Tricks
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.
A Quick Way to Fill Out A Contact Record
Are you tired of re-writing all the same address and phone information for Contacts in CRM as their Account? Have you forgotten to associate a Contact to an Account? Watch this video to learn a simple tip to save you time and headaches.
How to Fill Out a CRM Record – The Basics
Watch this video to learn the basics of filling out a record. Learn how to tab through fields, use lookup fields to associate other records to your record, and use the drop down.
The Outlook Interface
Check out this video that demonstrates the features and benefits of CRM’s integration with Microsoft Outlook!
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…
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