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Learning CRM Business Notes:
Learning Sales Business - this section collects links and information to learn from the experience of Sales Professionals ...
The initial Contact Screen is the main entry point for CRM Business Notes. The descriptions below refers to the newest version 4.0.0 (available last week of January 2015).
Functions of the Contact list:
The contacts list displays all your contact aggregated by their company in alphabetical order.
switch to OnLine Help
create a single customer in local mode.
If you have granted access to your address book additional menu items will appear which leads to your address book
add an additional contact to the company
full text search in local customer data
repeats last search
right index list
alphabetical index for fast scrolling
switches to the Activity Scheduler for all contacts.
dashboard for all events for all customer
dashboard for all deals for all customer
leads to the System Filemanager were you can manage CSV Import-Files, Dearchive files, Backup & Restore databases and import received Report-Files
Opens the toolbox menu, where you can find the
The Contact Detail view
Selecting a list entry will update the detail view. From here you will be led to the nine functions, which are all related to the currently selected customer:
Starts Facetime with customers phone numbers
Starts Skype with customers phone numbers
Click the portrait to edit address data.
Clicking the bubbles right beside will open the classification sheet for the selected customer
switches to the activiy scheduler
Create and present customer related business KPIs
Leads to the Mail-History Dashboard
Creates and edit event documents, like meetings, notes, opportunities, task and initiation and 'own defined events' as well.
Give an statistical overview of all documents for the selected customer
Creates Proposal & Deals, let you utilize order lines from an item catalogue
Give an statistical overview of all proposal for the selected customer