Hello MS GP forum;
I have been handed the duties of managing CRM 4.0 for the sales teams. Using the Help resources I have managed to do most basic duties, (customize forms, create basic reports, etc).
I have 2 tasks that I am struggling with
task 1.to create a report showing active accounts with no sale (closed/won) opportunity) within a one-year period by account rep(owner). I want to move these accounts from the current account rep back to the house account and send the current account rep an email message once the re-assignment has been completed.
Ultimately, after the initial run I would like this report and re-assigement to run every 6-months for active accounts with no sale (closed/won opportunity).
This sound like a workflow, and I am asking for assistance.
task 2. due to mis-management of account creation rights, I am looking to remove account creation rights from the account reps and instead use contacts to create new opportunities. The problem I find so far with this decision is that I have to use Contact to capture contact info and Leads to caputre the business info to have the accounts reps record activites as they nuture the lead to an opportunity. This creates two-steps when if using 'create account' everything can be done in one window. Is there a way that when creating a new opportunity, and selecting the Potential customer pick list and from the 'Look For" drop down that I can add Leads to this list? so that the account rep can then locate the newly created lead.
I am looking for assistance and guidance.
Thanks,
Ronald
