Datasheet

Chapter 19: Setting Up Your Sales Literature . . . . . . . . . . . . . . . . . . . .233
Adding Literature.........................................................................................234
Modifying Literature....................................................................................237
Relating Literature to Competitors............................................................238
Adding and Tracking Competitors.............................................................239
Chapter 20: Using Notes and Attachments . . . . . . . . . . . . . . . . . . . . . .241
Creating Notes..............................................................................................241
Creating Attachments..................................................................................244
Deleting a Note or an Attachment..............................................................245
Part IV: Making the Most of Marketing.......................247
Chapter 21: Targeting Accounts and Contacts . . . . . . . . . . . . . . . . . . .249
Important Fields for Targeting Customers................................................250
Developing and Saving Marketing Lists ....................................................251
Creating marketing lists.....................................................................251
Populating a marketing list using Look Up .....................................253
Populating a marketing list using Advanced Find..........................256
Developing Campaigns and Quick Campaigns .........................................257
Chapter 22: Managing Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . . .263
Planning Your Campaign .............................................................................264
Creating Campaigns.....................................................................................265
Planning Tasks..............................................................................................268
Campaign Activities.....................................................................................270
Campaign Responses...................................................................................275
Target Products............................................................................................277
Sales Literature.............................................................................................278
Target Marketing Lists.................................................................................279
Related Campaigns ......................................................................................280
Part V: Taking Care of Your Customers........................283
Chapter 23: Working with Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .285
Case Management Overview ......................................................................285
Working in the Cases Window....................................................................286
Creating Cases..............................................................................................288
Filling in the General tab ...................................................................289
Filling in the Notes and Article tab ..................................................291
Microsoft CRM 3 For Dummies
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