CRM Process Guides
21 Articles
- Entering a Lead
- Create a New Contact
- Create a New Account
- Create a New Task/Appointment
- Log a Phone Call
- Manage Opportunity Business Process
- Adding Product Info/Class Start Information
- Case Resolution Process
- Log a Zoom Meeting Appointment
- Log an Email in D365
- Work and Qualify A Lead
- Lead & Contact Email Templates with Quick Send
- How to Merge Records
- How to Import a Contact List
- How to Import a New Contact
- How to Import Tasks in D365
- How to Search for a Case by Student Name
- How to See Status of a Case
- Clone an Opportunity (SKU Change or Migration)
- How to Create a Prospecting/Target Lead
- How to Access Contents List in CRM