Datasheet

Microsoft Dynamics CRM 4 For Dummies
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Part IV: Making the Most of Marketing.......................221
Chapter 19: Targeting Accounts and Contacts . . . . . . . . . . . . . . . . . . .223
Targeting the Right People..........................................................................224
Developing and Saving Marketing Lists ....................................................227
Creating marketing lists.....................................................................228
Adding members to the marketing list............................................229
Populating a marketing list using Advanced Find..........................233
Editing a Marketing List...............................................................................235
Removing Records from a Marketing List.................................................236
Merging Mail from Marketing Lists ............................................................239
Chapter 20: Managing Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . . .243
Developing Your Campaign.........................................................................244
Creating Campaigns.....................................................................................245
Planning Tasks..............................................................................................248
Defining Campaign Activities......................................................................250
Distributing Campaign Activities ...............................................................255
Recording Campaign Responses................................................................260
Relating Campaigns to Each Other ............................................................262
Working with Quick Campaigns .................................................................263
Chapter 21: Integrating Your Web Site . . . . . . . . . . . . . . . . . . . . . . . . .267
Sending E-Mail to a Queue ..........................................................................267
Creating Records with Programming.........................................................271
Creating a Web Portal ..................................................................................271
Part V: Taking Care of Your Customers........................275
Chapter 22: Working with Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .277
Case Management Overview ......................................................................278
Working in the Cases Window....................................................................279
Creating Cases..............................................................................................281
Filling in the General tab ...................................................................282
Filling in the Notes and Article tab ..................................................285
Assigning and Accepting Cases..................................................................288
Tending to Cases ..........................................................................................291
Resolving a case .................................................................................292
Reactivating a case.............................................................................294
Chapter 23: Managing Your Subjects . . . . . . . . . . . . . . . . . . . . . . . . . . .295
Tips for Defining Your Subjects..................................................................296
Accessing the Subjects Window.................................................................297
Adding a Subject ..........................................................................................298
Editing a Subject...........................................................................................300
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