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Documents
Documents can be linked to a company and/or contact (plus opportunities etc). They can easily be generated using standard templates that are also stored in MX-Contact.
Tour 1
Outlook/Exchange for CRM
Tour 2
MX-Contact Functionality
  MX-Contact Toolbars/Shortcuts
  Data
  MX-Contact Elements
  Company/Contact Profiling
  Opportunity Management
  Calendaring/Scheduling
  Task/To-Do Management
  Journals
  Documents
  E-mail
Tour 3
General Issues

 

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