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Company Profile
Clicking on the Profile tab on the Company Form shows a page where any number of fields can be created to categorise your customer/prospect database to any degree possible.
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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