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Sams Teach Yourself Microsoft by Anne Stanton

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Hour 12. Contacts and Activity Capture

In this hour, you will learn about contacts and associated activities. Additionally, this hour gets into the details of relating contacts to each other and to other accounts.

Capturing Contact Information

The Contact information is captured through the contact form which is separated into up to eight different tabs. We are now going to look at the default tabs within contact.

General Tab of the Contact

As introduced in Hour 2, “The Basics: The CRM Functionality Vocabulary,” a contact is a specific person. A contact also has related information, such as the ...

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