By Edward Kachinske, Timothy Kachinske
Microsoft Dynamics CRM 4.0 is a completely built-in patron dating administration (CRM) process that provides busy revenues pros the potential to simply create and continue a transparent view of shoppers from first touch via buy and post-sales. if you are this kind of busy revenues execs, you would like a simple reference instrument to maximise your use of Microsoft Dynamics CRM 4.0 's diversified function set. "Maximizing Your revenues with Microsoft Dynamics CRM 4.0" is that device. This e-book explains, in concise, easy-to-understand language, how you can 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 publication additionally covers a few administrative projects aimed at IT pros seeking to manage and configure personal tastes for his or her Microsoft Dynamics CRM 4.0 clients. With this speedy, to-the-point source, you will not simply be "up and operating" in Microsoft Dynamics CRM ; you may be knowledgeable!
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Extra resources for Maximizing Your Sales with Microsoft Dynamics CRM 4.0
You may have access to an account record, but you may not have access to all related contacts. 34 To create a relationship between a contact and an account: 1. 2. 3. 4. In the Navigation Pane, click Sales and then Contacts. Your current contacts list should appear. Locate the contact and double-click it. Click the Search button next to the Parent Customer field to bring up a list of accounts. 5. Highlight an account record and click OK. 6. The contact is now linked with an account.
4. 5. 6. 7. On the Navigation Pane, click Sales and then Leads. Your current leads list should appear. Double-click the lead you’d like to convert. The lead will open for editing. Click the Convert Lead button at the top of the screen. Choose the Disqualify option. From the Status drop-down, choose a reason for disqualifying the lead. Click OK. Reactivating a disqualified lead is covered on the next page. 9 Chapter 1 Working with Leads Task D Reactivating a closed lead If you disqualify a lead, you can always reactive the lead.
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? Doing so is a lot easier if your contacts are linked to a single IBM account record.