The only difference between Campaigns and Campaign Templates is in how you save the record. You can add planning Tasks, Campaign Activities, Marketing Lists, Sales Literature, and Products to both Campaigns and Campaign Templates. Use a Campaign to plan and track each of your Marketing Campaigns. Use Campaign Templatesto create reusable groups of Planning Tasks [...]
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CRM Tip of the Day # 024 – Create a Quick Campaign
You can use quick campaigns to create one type of activity for many Accounts, Contacts, or Leads at once. 1. Select the records or list that you want to run a Quick Campaign on, and then start the Create Quick Campaign Wizard. a. In the Navigation Pane, click Marketing or Sales, and then [...]
CRM Tip of the Day # 023 – Understanding Quick Campaigns
You can use Quick Campaigns to communicate with an ad-hoc list of customers (Accounts, Contacts or Leads). Selecting recipients for the quick campaign There are three ways you can select the list of recipients for your quick campaign: · Select the accounts, contacts, or leads directly. · Do a search in Advanced Findand create a quick [...]
CRM Tip of the Day # 022 – Add or remove a Customer record in a Marketing List
You can add a Customer record (such as a Lead, Account or Contact) to a Marketing List. If a Customer record is added to a Marketing List from another area within Microsoft Dynamics CRM, the Customer record is updated to reflect this association. Therefore, if you want to add a Customer record, such as [...]
CRM Tip of the Day # 021 – Import Leads Using the Import Data Wizard
Marketing departments are often responsible for importing Lead records into CRM. The Data Wizard can be used to import records such as Leads. Perform the following steps to import a file of leads. 1. In the site map click Marketing and then click Leads 2. On the Leads tab, in the Data group, click [...]
CRM Tip of the Day # 020 – Reactivate a closed Lead
You disqualify a Lead by closing the Lead record. Closed Leads can however be reactivated. Deleted Leads are permanently removed and cannot be reactivated. It is therefore advisable to Close a Lead record when the Lead is lost, rather than delete it. This will give you the opportunity to Reactivate the Lead, should it [...]
CRM Tip of the Day # 019 – Disqualify & Close a Lead
When you decide that a Lead will not turn into an Opportunity or become a Customer, you can disqualify it and still have an audit trail for your sales process. You can reactivate the record, including any attachments and notes, without having to re-enter all the data if the lead contacts you in the future. [...]
CRM Tip of the Day # 018 – Managing Leads
In Microsoft Dynamics CRM, you can get Lead information in the Sales area. All activities are logged and a running history of every activity with the Lead is kept, once it is completed. You can enter Leads individually or you can use Microsoft Dynamics CRM to import Lead lists into the database. You can [...]
CRM Tip of the Day # 017 – Qualify & convert a Lead to an Account, Contact or Opportunity
Turning Leads into Customer or at least Opportunities is the goal of any organization. After you qualify a Lead based on the metrics used by your organization, use CRM to create up to three new records at the same time. The Lead is then represented as an Account, Lead, Contact or Opportunity. 1. [...]
CRM Tip of the Day # 016 – Creating a Lead
When you create a Lead you might be tempted to only enter the system-required fields. However, the more data you collect and enter into this form, the more likely you are to turn those Leads into business Opportunities. Remember that e-mail addresses, the source of the Lead and specific product interests are key factors [...]
