Summary
This chapter went into detail on the Sales Force Automation Functionality of Microsoft CRM. I stuck to the Web client because there is a lot to cover, and we'll be looking at the Outlook client in the next chapter.
Lead records in Microsoft CRM provide a great way to keep your prospect data separate from the rest of your data. This keeps service people from having to wade through a lot of information that is irrelevant to them. After a Lead has shown promise, it can be converted to a Contact, Account, and/or Opportunity and put in with the rest of your data.
Microsoft CRM enables you to divide your sales team into Sales Territories. This gives you flexibility when reporting and enables you to assign specific Accounts to territories if ...
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