locked
HOw to be notifiy on an activity on a leads, or account ? RRS feed

  • Question

  • Dear all,

    I am new to CRM Workgroup edition and I am using in for my own attched with outlook.
    I have created different leads in those leads I have added different activities like phone call, email etc...

    SO far I have 100 leads but in order to know if I need to do somehing on a leads based on activities previsouly defined, I have double clicking in each lead and see if there is activities plan for it. I know it is surely a bad way and the reason of my question :

    what is the fast way from the CRM to get activities that you need to do ?
    Is there some possiblenotificationb like in outlook ?

    For instance if on a lead I have 2 activities like "send an email tommorrow" and "send a letter next month", I would like to be notified about most recent work to do and in that case in wold be the seding of email tommorow ..

    Thnks for help
    regards
    serge
    Your experience is build from the one of others
    Wednesday, December 2, 2009 6:56 PM

Answers

  • To see a summary of activities, go to Workplace-My Work-Activities. If you're using the Outlook client, in the user options you can set CRM to sync all activities with Outlook so they appear in the Outlook calendar and then you will also receive a reminder for them via the Outlook reminder window.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, December 2, 2009 7:12 PM
    • Marked as answer by Donna EdwardsMVP Wednesday, January 20, 2010 5:28 PM
    Wednesday, December 2, 2009 7:12 PM