You may use any string of characters for a phone number entry but it is recommended that you follow some rules. This is especially necessary if you plan to synchronize your contact data with mobile devices or to use automatic dialing e.g. with the Skype Toolbar. Please note the following hints: Always use the same […]

It seems convenient to assign administrator privileges to a user especially if a user needs to change CRM settings frequently. However, for the daily work this is not recommended. Users with administrator privileges always see everything, inluding standard fields or picklist entries which has been disabled for the users. In addition, a user with admin […]

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After the long holiday season our support gets frequent requests from users who lost their CRM access data. We are not able to recover any access data for you but can help users with administrator privileges. CRM administrators can set new login data for CRM users.

A differentiation between  Leads and Potentials makes sense as you usually expect that most of your Leads will not end up in a real business. By separating the Lead data we avoid to fill account and contact lists with relatively useless data. Typical Leads for instance are contacts collected at trade shows or calls and […]

Auch wenn crm-now keine Newsletter versendet (wir glauben dieses Journal für unsere Kunden besser geeignet), so gibt es doch eine Reihe von Newslettern, die ich gerne empfange. Dazu gehört definiv die unregelmäßige und unaufdringliche Post von Gerold Braun, einen Vertriebsspezialisten, der sich gern in die Karten gucken läßt. Kurz und prägnant erklärt er, worauf es […]