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Book Categories |
Pt. I | Microsoft CRM basics | 7 |
Ch. 1 | Taking a first look at Microsoft CRM 3 | 9 |
Ch. 2 | Navigating the Microsoft CRM system | 19 |
Ch. 3 | Using Microsoft CRM online and offline | 37 |
Pt. II | Setting the settings | 49 |
Ch. 4 | Personalizing your system | 51 |
Ch. 5 | Understanding security and access rights | 63 |
Ch. 6 | Managing territories, business units, and teams | 73 |
Ch. 7 | Developing processes | 83 |
Ch. 8 | Implementing rules and workflow | 89 |
Ch. 9 | Creating and using the knowledge base | 105 |
Ch. 10 | Setting up the product catalog | 117 |
Ch. 11 | Running reports | 131 |
Ch. 12 | Sending announcements | 143 |
Pt. III | Managing sales | 147 |
Ch. 13 | Working with accounts and contacts | 149 |
Ch. 14 | Managing your calendar | 161 |
Ch. 15 | Setting sales quotas and generating forecasts | 171 |
Ch. 16 | Using E-mail | 181 |
Ch. 17 | Handling leads and opportunities | 207 |
Ch. 18 | Generating quotes, orders, and invoices | 223 |
Ch. 19 | Setting up your sales literature | 233 |
Ch. 20 | Using notes and attachments | 241 |
Pt. IV | Making the most of marketing | 247 |
Ch. 21 | Targeting accounts and contacts | 249 |
Ch. 22 | Managing campaigns | 263 |
Pt. V | Taking care of your customers | 283 |
Ch. 23 | Working with cases | 285 |
Ch. 24 | Scheduling services | 301 |
Ch. 25 | Managing your subjects | 319 |
Ch. 26 | Managing queues | 333 |
Ch. 27 | Building contracts | 343 |
Pt. VI | The part of tens | 355 |
Ch. 28 | Ten add-ons | 357 |
Ch. 29 | Ten ways to get help | 365 |
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Add Microsoft CRM 3 For Dummies, Manage sales, service, and marketing processes all together Find out how to manage customer information to make your business more productive Whether you're completely new to customer relationship management (CRM) software or you just want the scoop, Microsoft CRM 3 For Dummies to your collection on WonderClub |