Archive for March 5th, 2008

Occasionally, I encounter a customer who has absolutely no need to track Leads. They start the relationship using Accounts and Contacts.  In order to maintain a clean user experience, we usually just remove all rights to the Lead Entity so that it will be removed from the CRM user interface.
In CRM 3.0, this practice works […]

If so, let's meet up.  Drop me an email.
mitch at crmaccelerators dot net