One of my customers needed to disqualify about 700 dead leads that had been imported from their previous CRM solution. Unfortunately, there isn't any automatic way to do this, but after Googling around a bit, I found a fairly good solution that doesn't require any coding. Follow these steps:
As the CRM Administrator:
1) From the CRM […]
I have noticed on a few occasions that the CRM Laptop client can get horribly confused by something that happened to it. Many times, it's rather difficult to determine the root cause, so we just go directly to the remove and reinstall procedure, since it will save time and money. ( Hopefully with little or […]