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