Opportunity Qualification Checklist in Microsoft Dynamics® CRM 2011

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Источник: http://www.dynamicscare.com/blog/ind...amics-crm-2011
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If you want your sales reps or telemarketers to answer questions to determine if an Opportunity is worth pursuing, then you will want to see this demo.  I.B.I.S. has built a solution which takes each question’s answer and associates a point value to it.  After the questionnaire is completed, the total score is calculated.  Based [...]

Источник: http://www.dynamicscare.com/blog/ind...amics-crm-2011