Tagged Content List

Re: Move CRM4 contact data to Outlook?

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...
Forum Reply | on 16 Sep 2008 by Leon Tribe

Re: Leads/Contacts/Accounts/Opportunities

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...
Forum Reply | on 25 Sep 2008 by Leon Tribe

Re: Uploading from one crm system to MS Crm

Short of developing an import utility or using a third party tool like Scribe, if you can extract the data out of the CRM into csv format, you can import it using the standard import utilities that come with CRM. Leon Tribe
Forum Reply | on 29 Sep 2008 by Leon Tribe