Wiley Microsoft CRM 3 For Dummies 978-0-471-79945-0 ユーザーズマニュアル
製品コード
978-0-471-79945-0
Contents at a Glance
Introduction .................................................................1
Part I: Microsoft CRM Basics.........................................7
Chapter 1: Taking a First Look at Microsoft CRM 3........................................................9
Chapter 2: Navigating the Microsoft CRM System .......................................................19
Chapter 3: Using Microsoft CRM Online and Offline....................................................37
Part II: Setting the Settings.........................................49
Chapter 4: Personalizing Your System...........................................................................51
Chapter 5: Understanding Security and Access Rights ...............................................63
Chapter 6: Managing Territories, Business Units, and Teams ....................................73
Chapter 7: Developing Processes...................................................................................83
Chapter 8: Implementing Rules and Workflow .............................................................89
Chapter 9: Creating and Using the Knowledge Base..................................................105
Chapter 10: Setting Up the Product Catalog ...............................................................117
Chapter 11: Running Reports........................................................................................131
Chapter 12: Sending Announcements..........................................................................143
Part III: Managing Sales ...........................................147
Chapter 13: Working with Accounts and Contacts ....................................................149
Chapter 14: Managing Your Calendar ..........................................................................161
Chapter 15: Setting Sales Quotas and Generating Forecasts ....................................171
Chapter 16: Using E-Mail................................................................................................181
Chapter 17: Handling Leads and Opportunities .........................................................207
Chapter 18: Generating Quotes, Orders, and Invoices ..............................................223
Chapter 19: Setting Up Your Sales Literature..............................................................233
Chapter 20: Using Notes and Attachments .................................................................241
Part IV: Making the Most of Marketing ......................247
Chapter 21: Targeting Accounts and Contacts ...........................................................249
Chapter 22: Managing Campaigns ................................................................................263
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