Hey there! Today, I want to share my personal experience on how to delete a default public view in Dynamic CRM. It might sound a bit daunting if you’re new, but trust me, it’s not as bad as it seems. I’ve broken it down into five easy sections to help you find your way. So, […]
Understanding the Necessity of Deleting Leads Identifying Unqualified Leads As a CRM user, I’ve had my fair share of leads that seemed promising at first but later turned out to be unqualified. You know the ones I mean; leads that never respond or those that have no budget to spare. It’s crucial to identify these
Understanding Zoho CRM’s Structure What is Zoho CRM? First things first, let me explain what Zoho CRM is. It’s an integrated platform where businesses manage their customer relationships, sales, and marketing activities. You can track leads, deals, and of course, all your contacts! If you’ve not used it before, think of it as a digital
Understanding Web Resources in Dynamics CRM What Are Web Resources? When I first dove into Dynamics CRM, I was a bit overwhelmed with the concept of web resources. So let me break it down for you. Web resources are basically files that help you customize your CRM instance. They can be anything from HTML files,
Understanding the Importance of Deleting Contracts Why Would You Need to Delete a Contract? First off, let’s talk about why you’d want to delete a contract in Dynamics CRM. Just like in life, not everything is worth keeping around. Old or unnecessary contracts can clutter your system and make it harder to find the current,