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Hello all:
I'm a newbie, but am not new to CRM's. I'm looking for a post, webinar (or an answer) regarding the following:
What is the optimal way to import in Leads with 1 new opportunity and 1 activity? I'm still finding myself having to manually do the opp and the activity, but I'd rather add them in all at the same data ...
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For example, adding a media contact. What's easiset way? Thank you ahead of time. :)
-V
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just went to click on my 'posts' # (under my 'forum name' link). i've only put in one post and got 1 reply, but when clicked on the "1" (to view the post), i got attached screen shot.
is this broken?
-V :)
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HI, I'm a newbie. Trying to utilize the email templates feature so I can insert (via mail merge) contact info into a "hi, thanks for talking to me recently, here's a sample of our products...etc." type email. This would be an paper printed letter I would include within the sample box I sent to the client.
Once I have an email ...
Page 1 of 1 (4 items)
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