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Companies Folder
The Companies folder is where you keep details of any organisation that you deal with or have some kind of interaction with. These can be customers, prospects, vendors, suppliers, partners, resellers, etc.
Tour 1
Outlook/Exchange for CRM
Tour 2
MX-Contact Functionality
  MX-Contact Toolbars/Shortcuts
  Data
  MX-Contact Elements
 

Company Profiling
Companies Folder
Company Views
Company Demographics
Company Profile
Associated Companies

  Contacts
  Opportunity Management
  Calendaring/Scheduling
  Task/To-Do Management
  Journals
  Documents
  E-mail
Tour 3
General Issues

 

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