how to use dynamic CRM RRS feed

  • Question

  • i find many terms in menu has similar meaning or even like sub category

    and confused about the priority of filling which form first

    is there a correct procedures about using dynamic CRM,

    our process is just

    1. receive application form and enter customers information

    2. make appointment to customer address for engineer to install broadband

    3. engineer go to install, if failed to install, it will refer to another company which we pay extra money to settle this case

    4. after install success, and customer start to use and after a month, we make invoice and receive service fee from customer


    Monday, December 19, 2016 9:30 AM

All replies

  • You could just keep it really simple, all OOTB processes:

    1. use lead entity, gives option to qualify a customer.
    2. add an activity or task sub grid onto newly created contact record from point one.
    3. set up IFD so engineer can use crm on mobile, create form to deal with sending email to third party to another company.
    4. set up workflow to wait for month to expire then create invoice record and send to customer.
    Friday, February 10, 2017 9:26 AM