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Here are some tips to help you get started with common tasks.
Welcome to Microsoft CRM/xRM4RealEstate 2014
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Select your xRM4RealEstate work area
Checkout your dashboards
Find your contacts
View your contacts in a list
See more contact details
Click or tap to connect
Add notes about a contact
Create a new contact
Enter contact details
Find organisation clients
View organisations in a list
See more organisation details
Add a contact to an organisation
Pick up where you left off
Find your events
View your events in a list
See more event details
View your opportunities
View opportunities in a list
Organise a “proof of capability” – 1 week to 1 month
Run a pilot – marketing/BD including light-house office or service area
Rollout firm-wide – targeting wider audience of professional and support staff
What’s next?
