Type a detailed product description or additional notes about the opportunity product, such as talking points or product updates, that will assist the sales team when they discuss the product with the customer.
Type a category to identify the phone call type, such as lead gathering or customer follow-up, to tie the phone call to a ...
Type a category to identify the recurring appointment type, such as status meeting or service call, to tie the appointment ...
Type a category to identify the service activity type, such as routine maintenance or service call, to tie the service activity ...
Type a category to identify the task type, such as lead gathering or customer follow up, to tie the task to a business group ...
Type a detailed product description or additional notes about the opportunity product, such as talking points or product ...
Type a number from 0 to 100 that represents the likelihood of closing the opportunity. This can aid the sales team in their ...
Type a number or other tracking code to identify the campaign. If no value is entered, a code will be generated automatically. ...
Type a numeric value of the lead's estimated value, such as a product quantity, if no revenue amount can be specified in ...
Type a part of the name of each user you want to add to Microsoft Dynamics CRM. Use semicolons between names. You can also ...