Below is a list of tips and tricks for the CRM course. Click one of the items below to see information that may be helpful to you as you take the course.
It is important that you work with your own data to maintain data integrity, where your data should start with XX-, where XX is your initials.
Use the Online Help (F1) to read more about the CRM and the usage of each form. For example, press F1 on the business activity form to load the usage description for business activity. Use the what’s this help (Shift+F1) to learn about the usage of each individual field and column.
Your business calendar view can be configured to show business activities and business opportunities based on representative. You can either edit them in calendar view or open the respective window for viewing/editing.