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How To Assign A Lead Record Microsoft CRM

Understanding the Importance of Lead Assignment Why Assign Leads? Let me tell you, nothing is worse than letting good leads go to waste. When you assign leads correctly, you’re essentially setting the stage for higher conversion rates. Think of it like handing off a baton in a relay race; the smoother the transition, the greater […]

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How To Assign A Product To Product Model In Sap Crm

Understanding Product Models in SAP CRM What is a Product Model? So, first thing’s first: what the heck is a product model in SAP CRM? Simply put, a product model encapsulates the attributes and characteristics of a product that you want to sell. It’s like a template that defines what a product is and how

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How To Assign A Customer To Business Partner In Sap Crm

Understanding Business Partners in SAP CRM What Are Business Partners? When diving into SAP CRM, you quickly learn that ‘business partners’ are at the heart of managing relationships. These guys can be customers, vendors, or even employees, all represented in the system. Over the years, I’ve found that understanding the nuances of business partners can

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