Download Maximizing Your Sales with Microsoft Dynamics CRM 4.0 by Edward Kachinske, Timothy Kachinske PDF
By Edward Kachinske, Timothy Kachinske
Microsoft Dynamics CRM 4.0 is an absolutely built-in consumer dating administration (CRM) approach that offers busy revenues pros the potential to simply create and retain a transparent view of consumers from first touch via buy and post-sales. if you are the sort of busy revenues pros, you wish a simple reference instrument to maximise your use of Microsoft Dynamics CRM 4.0 's various function set. "Maximizing Your revenues with Microsoft Dynamics CRM 4.0" is that device. This booklet explains, in concise, easy-to-understand language, the best way to get the main out of this progressive CRM software program. issues like operating with contacts and bills, handling possibilities and schedules, writing letters, sending e-mails, operating reviews and extra are explored in-depth. This ebook additionally covers a few administrative initiatives aimed toward IT execs trying to organize and configure personal tastes for his or her Microsoft Dynamics CRM 4.0 clients. With this fast, to-the-point source, you will not simply be "up and working" in Microsoft Dynamics CRM ; you will be knowledgeable!
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Extra info for Maximizing Your Sales with Microsoft Dynamics CRM 4.0
Example text
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. For example, perhaps you determined the prospect did not have budget allocated for the project.. A few weeks later, they call back and inform you that they have received executive sponsorship for the project. In this case, you’d reactivate the lead.
2. 3. 4. 5. 6. 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 Qualify and convert into the following records option. Place a checkmark next to the Account, Contact, and/or Opportunity fields. If you choose all three, Microsoft Dynamics CRM will create an account, a related contact, and a related opportunity based on this lead record.
The contact is now linked with an account.