Here are some tips to help you get started with common tasks.
Welcome to Microsoft CRM/xRM4RealEstate 2014
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Select your xRM4RealEstate work area
View your contacts in a list
Add notes about a contact
Find organisation clients
View organisations in a list
See more organisation details
Add a contact to an organisation
Pick up where you left off
View your events in a list
View opportunities in a list
Organise a “proof of capability” – 1 week to 1 month
Run a pilot – marketing/BD including light-house office or service area
Rollout firm-wide – targeting wider audience of professional and support staff
What’s next?