Web to lead, now you can create all your lead in MS CRM 3.0 from outside CRM. means that your customers can just create leads for you.
It is a web-application which can reside in any platform and users just need to enter the lead details and you can get these lead created in your CRM 3.0
That's really good when it comes to saving time. instead of your customers sending you mails which contains details of the lead and then you create the leads for them.
Here you can directly get the filled in lead in your CRM. and you are ready to go... :)
This CRM Blog is for users right from scrap to the most advanced topics. You are requested to post me any kind of comments which could help in improving the Blog.
December 11, 2007
Bulk Email Upload
Bulk Email Upload feature, This reads the email's from your outlook and uploads into MS CRM by just selecting the folder and the Entityname and clicking on submit.
You can really upload bulks of emails from your public folder to your MS CRM. Now need not manually create emails in your CRM. This software does it all for you.
It can also be customised to whichever entity you require. It can also be created in your History Tab. as a completed activity.
Why, to keep wasting time by create the same emails and then completing them in CRM where as this software would automate this feature for you.
Is'nt it great...???? Drop you comments. :)
You can really upload bulks of emails from your public folder to your MS CRM. Now need not manually create emails in your CRM. This software does it all for you.
It can also be customised to whichever entity you require. It can also be created in your History Tab. as a completed activity.
Why, to keep wasting time by create the same emails and then completing them in CRM where as this software would automate this feature for you.
Is'nt it great...???? Drop you comments. :)
December 8, 2007
Copy Quote
MS CRM's Quote does not have the ability to clone or copy the same contents of the quote. But you can copy the entire quote including the Existing-Products and Write-in Products by just entering the name to which you need the quote to be copied by just clicking a button.
This is really great i dont need to create a new quote for the other customer who has requested for the same. I must just click on the button copy quote and enter the name of quote and click Submit.
Am finished, i can see the quote copied with all the fields in existing quote.
This is really great i dont need to create a new quote for the other customer who has requested for the same. I must just click on the button copy quote and enter the name of quote and click Submit.
Am finished, i can see the quote copied with all the fields in existing quote.
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