CRM Scenario 1

To record a customer call about your new product line, perform these steps:

  1. Create a new contact record on the Sales Contacts form. Be sure to set up the preferences on the Preferences tab.
  2. Synchronize with Outlook Contact. For contacts, tasks, and appointments to automatically sync in or sync out, the Auto Sync Out check box must be selected during the initial setup of the Outlook add-In. This is part of the installation for the add-in.
  3. Add yourself to a team on the Sales Teams form.
  4. Create a new prospect on the Prospects form.
  5. On the Prospects form, click the Sales Contacts X-Ref button to open the Prospect Sales Contact Cross References form.
  6. On the Prospect Sales Contact Cross References form, select yourself as the contact. Save. You should now see yourself listed as a contact on the Prospects form.
  7. On the Sales Contact Interactions form, record the content of your phone call. You can also send an email from this form. Change the status on this form to Complete.
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