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Company Views
Any number of custom views can be created to group, sort and filter Companies. This allows you to work with only the sub-set of the overall database that pertains to you, eg only customers, or Financial Services companies, 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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