Notifications
Announcements
No record found.
Hi,
I would like to ask in Customer card,
1.What is use for Create Opportunity?
2. For Create Interaction, how does it work?
3. For Apply Template, when would we want to use this since all template is unique for Customer's contact card?
Thank you!
You can refer to the below links to get understand how those ribbon bar actions are works;
docs.microsoft.com/.../marketing-how-create-opportunities
docs.microsoft.com/.../marketing-how-create-interactions
archerpoint.com/.../
Josh,
On your other question I sent over the Manuals for Relationship Mgmt/Marketing. You should have a good handle on all the features with the manuals.
Thanks,
Steve
Look at the Links provided by the community member Santa , That's the main source of learning.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
OussamaSabbouh 2,468
YUN ZHU 923 Super User 2025 Season 2
Sumit Singh 607
