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Related Posts
Forum Post:
Re: Move CRM4 contact data to Outlook?
Leon Tribe
If you have the option enabled, all contacts you've created or that belong to accounts you've created will be automatically synced to Outlook. The rules behind what gets brought down to Outlook can also be changed to suit your needs i.e. 'only sync contacts whose name is XXX' Leon...
on
16 Sep 2008
Forum Post:
Re: Leads/Contacts/Accounts/Opportunities
Leon Tribe
Generally speaking the definitions are quite flexible but here is the common definition: Lead: An unqualified opportunity. This could be as simple as a business card or a conversation overheard in a pub Contact: The individuals your business interacts with during the normal course of the day (normally...
on
26 Sep 2008