Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours > Part III. Getting Started Using the Software > Hour 10. Entering Data as a Salesperson

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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours

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Introduction

Part I. Introduction to the Business Use of Microsoft Dynamics CRM

Part II. The Structure of Microsoft Dynamics CRM

Part III. Getting Started Using the Software

Hour 10. Entering Data as a Salesperson

A Month in the Life of a Salesperson

Capturing a Lead and Entering a Lead

Converting a Lead to an Account and Contact

Hour 11. Configuring Your Interaction with Microsoft Dynamics CRM

Hour 12. Contacts and Activity Capture

Hour 13. Sending E-mail from Microsoft Dynamics CRM

Hour 14. Microsoft Word Mail Merge

Hour 15. Outlook Integration

Hour 16. Workflows: Creating Simple Workflows

Part IV. The Support Department

Part V. Reporting

Part VI. Extending the Application

Index

A Month in the Life of a Salesperson 205 HOUR 10 Entering Data as a Salesperson What You'll Learn in This Hour: . A month in the life of a salesperson . Capturing a lead and entering a lead . Converting a lead to an account and contact . Final planning

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