Salespeople with quotas

Salespeople with quotas Assign sales quotas to individual sales person and distribute the sales targets for the organization. Using sales quotas, you can assess sales people/territories  performance, and the progress towards the organisational targets set for a financial year. Important You must set the fiscal year details before you attempt to assign quotas. Based on […]

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Create or edit a rollup query

Create or edit a rollup query Use the rollup query to gather data about a given goal, including all its related goals, in one view. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customiser security role or equivalent permissions.  Check your security role a. Follow the steps in […]

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Create or edit a competitor record

Create or edit a competitor record You already know that tracking your competitors and their strengths and weaknesses can help you win sales. Microsoft Dynamics CRM lets you store the details about competitors so that you and your colleagues can share and stay current with the latest details. Choose Sales > Competitors.  If using the […]

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Create or edit a goal

Create or edit a goal Use goals to keep track of your progress on achieving target revenue. Create a goal Make sure that you have the System Administrator, System Customiser, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.  Check your security role a. Follow the […]

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Create or edit a contact

Create or edit a contact Use contacts to keep track of the people you do business with. View a contact Go to Contacts. (How do I get there?) You’ll see a list of your active contacts. You may need to scroll to see the whole list. Tip It’s easy to get back to the customer […]

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Assign a record to a user or team

Assign a record to a user or team If you would like another person in your organization to handle an account or contact for you, you can assign the record to that person. You can also assign a record to a team, or to yourself. Go to Accounts or Contacts. How do I get there? […]

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Display your picture on the activity feed

Display your picture on the activity feed You can add a picture to your profile if you want other people to see your picture along with your posts in the activity feed. In the activity feed, next to What’s New, choose Edit next to the grey image. Choose Upload a picture from your computer. Browse […]

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