4 Most Important Sales Records in Microsoft Dynamics CRM

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There are many different record types in Microsoft Dynamics CRM. I recommend that salespeople first focus on the 4 most important sales records in Microsoft Dynamics CRM. These are the ones that will make the biggest impact on sales results. The short video below explains how to use these records to your advantage.

New CRM Sales users should concentrate on these 4 CRM records. They will help you organize daily sales activities, keep track of customers, and close more business.

  1. Account
  2. Contact
  3. Lead
  4. Opportunity


Click on image below to see the video

4 Records


Review the video as many times as necessary to get a grasp on how to use these records. This will make it easier for you to maximize the value of your Dynamics CRM system.

For more information, visit http://xrmcubed.com or contact me with your question.

By Mark Abes/Vice President Sales & Marketing of xRM³, a Microsoft Partner specializing in Dynamics CRM consulting, implementation, integration, and administrative services. Based in San Diego County Southern California.

by xRM3

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