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Microsoft Dynamics CRM
Centro de clientes
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Microsoft Dynamics CRM
Centro de clientes
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You may want to start your day by opening a dashboard. A dashboard provides easy-to-read lists and charts that help you see how you and your team are doing with key metrics (also known as key performance indicators, or KPIs).
For example, if you're in sales and you open the Sales dashboard, you'll see the status of open opportunities in the sales pipeline, or how many leads were generated by your marketing campaigns.
To open a dashboard, in the left navigation pane, open the folder for your area. For example, open the Sales folder. Open the My Work subfolder, and then open the Dashboards subfolder.
Visualize your data with dashboards
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.