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Microsoft CRM : Are you neglecting any customers? Run a report to find out

This is a discussion on Microsoft CRM : Are you neglecting any customers? Run a report to find out within the Microsoft CRM forums, part of the Enterprise Solutions category; To build lasting relationships, you must check in with leads, opportunities, and customers regularly. You can use the Neglected Accounts, Neglected Leads, and Neglected Cases default reports in Microsoft Dynamics ...

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#1 (permalink)   09-27-2006

Jim.Anderson Expert Member   Join Date: Jun 2006 Posts: 140 Thanks: 2 Thanked 12 Times in 9 Posts

Microsoft CRM : Are you neglecting any customers? Run a report to find out To build lasting relationships, you must check in with leads, opportunities, and customers regularly. You can use the Neglected Accounts, Neglected Leads, and Neglected Cases default reports in Microsoft Dynamics CRM 3.0 to identify contacts, or you can create your own report using Microsoft Office Excel 2003. More...

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