Type additional information to describe the opportunity, such as possible products to sell or past purchases from the customer.
Type a subject or descriptive name, such as the request, issue, or company name, to identify the case in Microsoft Dynamics ...
Type additional information about the primary party's role in the customer relationship, such as the length or quality of ...
Type additional information about the secondary party's role in the customer relationship, such as the length or quality ...
Type additional information to describe the campaign activity, such as key talking points, objectives, or details about the ...
Type additional information to describe the opportunity, such as possible products to sell or past purchases from the customer. ...
Type additional information to describe the order, such as the products or services offered or details about the customer's ...
Type additional information to describe the phone call, such as the primary message or the products and services discussed. ...
Type additional information to describe the quote, such as the products or services offered or details about the customer's ...
Type notes about the customer's pain points to help the sales team identify products and services that could address these ...