Microsoft Dynamics CRM Centro de clientes
Microsoft Dynamics CRM
Centro de clientes
Microsoft Dynamics CRM Centro de clientes

Send a sales brochure to a potential customer

Your prospect is interested in your product. They send you email asking for a sales brochure. If your sales brochure is stored in Microsoft Dynamics CRM, you can send it directly from CRM para Outlook with minimal effort.

  1. If the email message isn't already tracked, track it by choosing the Track button.

  2. On the ribbon, choose Attach Sales Literature.

  3. Select More Sales Literature, and then browse to the sales information that will help you close the deal.

Nota

If you have recently attached sales literature to another email message, it will be available from the list.

Next up: Send a sales proposal or a price quote

Read more

Nurture leads through the sales process

CRM for Outlook Basics

Nota

Ve el manual de los aspectos básicos de CRM porque no está conectado a Internet ahora. Para buscar más libros electrónicos, vídeos y otros contenidos excelentes, consulte el Centro de cliente de CRM (www.CRMCustomerCenter.com) desde un equipo, una tableta o un teléfono conectado.