Search results by user ID 6424

most optimal way to import in a new lead, an opportunity and an initial future activity ( vvp )

vince — Tue, 17 Jun 2014 16:59:27 GMT

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 insert .

So far, this is what I'm thinking:

These are the basic fields I add for 'customer lead' table.

BillAddressAddr1

BillAddressAddr2

BillAddressCity

BillAddressPostalCode

BillAddressState

CompanyName

IsActive

LeadStatus

Name

Phone

SalesRep

What are the minimum fields ones I would need to be able to create an initial opportunity (say, with a due date of 120 days from today)?

What are the minimum fields ones I would need to be able to create an initial initial activity (say, 30 days out from today). I would choose "outgoing phonecall", "not started"?

Also, am I to guess I would need to do 3 separate imports: 1 for 'customer lead' table, 1 for "opportunity table" and 1 for "activity table"?

Thank you ahead of time. :)

-V

easiest way to add a 'person' who is non-customer into METHOD

vince — Fri, 06 Jun 2014 21:52:20 GMT

For example, adding a media contact. What's easiset way? Thank you ahead of time. :)

-V

forums bug?

vince — Fri, 06 Jun 2014 21:49:05 GMT

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 :)

how to generate a basic "first contact" letter using mail merge features

vince — Thu, 05 Jun 2014 16:52:11 GMT

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 template created, is there an easy way to do this? Or what would the workflow/process be? If there is a more direct way to do this than using email templates (mail merge inserted into a template), do let me know. I'm used to SFDC, so METHOD is a relief :)

Best,