Backing up your CRM Customisations!
Oh the irony of it. As IT professionals we always harp on about backing up, continuity planing and disaster recovery, but how many of us practice it and how many of our customers don’t!
Following up with detail
CRM has this great feature that allows you to click on a button and create a follow up action. You can create a task, appointment, phone call just by clicking on this button.
