Microsoft Dynamics® CRM Training

Converting an Activity to an Opportunity - Classic

Video Details

In CRM Online, you can convert Faxes, Phone Calls, E-mails, Letters, and Appointments to Opportunity records. In this tutorial video, we convert an E-mail Activity, which indicates that a customer is interested in one of our products, into an Opportunity record.

Video Comments

0 Comment

  • No comments

Related Videos

No Related Videos


Go to Using CRM