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Journals (Call Reporting/Activity Tracking)
Journals are used to build up a history of all calls made to a customer/client. These are usually phone calls or visits but can be used to record details about any kind of interaction.
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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