O'Reilly logo

Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Exercises

Create a simple sales process that includes the following items:

1. Automatically create a new activity of type task to remind a specific salesperson to update the close date, estimated revenue, and probability to close on the opportunity.

2. Plan for and schedule a demonstration of a product.

3. Follow up on the demonstration.

Outline the sales process that Wild Landscaping might be using. Start with a warm referral to a person in a company in your area. What happens after that introduction? Can any of these steps be automated? Which steps? What are some of the other things you might have to do if you start with this warm lead?

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required