Datasheet

Microsoft Dynamics CRM 4 For Dummies
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Workflow Glossary.......................................................................................114
Events ..................................................................................................114
Conditions ...........................................................................................114
Actions.................................................................................................115
To workflow infinity and beyond......................................................116
Chapter 10: Creating and Running Reports . . . . . . . . . . . . . . . . . . . . . .117
Adding Report Categories...........................................................................117
Navigating the Report Area.........................................................................118
Using Viewing Options ................................................................................123
Exporting and Printing Your Report..........................................................124
Accessing the Report Wizard .....................................................................125
Report Settings.............................................................................................129
Editing Reports.............................................................................................131
Creating Excel Reports................................................................................132
Part III: Managing Sales............................................135
Chapter 11: Setting Sales Quotas and Dealing with Forecasts . . . .137
How a Manager Sets Up Quotas .................................................................137
Fiscal year settings.............................................................................138
Setting up a salesperson’s quota......................................................139
Entering Sales Forecasts .............................................................................141
Updating Your Forecasts.............................................................................144
Examining the Forecasts .............................................................................145
Printing a report .................................................................................145
Using Excel to examine forecast data..............................................146
Chapter 12: Handling Leads and Opportunities . . . . . . . . . . . . . . . . . .149
Processing Leads from Suspects................................................................150
Getting to the Leads window ............................................................150
Creating a lead manually...................................................................150
Modifying a lead .................................................................................152
Giving up on a lead.............................................................................153
Resurrecting a lead ............................................................................154
Turning a Lead into an Opportunity..........................................................155
Handling Opportunities...............................................................................156
Creating and modifying opportunities.............................................156
Assigning and sharing opportunities...............................................159
Relating opportunities to activities or other records....................161
Managing stages and relationships..................................................162
Closing, reopening, and deleting opportunities.............................162
Chapter 13: Working with Accounts and Contacts . . . . . . . . . . . . . . .165
Adding and Editing Contacts......................................................................166
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