Transcript of Video
In Microsoft Dynamics CRM, each account represents a company or an organization with which you do or may do business. And the people you work with there are your contacts.
An account contains every interaction you have with that company or its contacts. In this running record of all communication and activities, you see who has called the account or sent an e-mail; who has created quotes, orders, and invoices; and whether any service cases are in progress. With this information, everyone who works with this account will always know the current account status and can avoid duplicating effort.
You can add accounts from your files, from your Outlook contacts, by converting sales leads into accounts; or, you can create a new account.
Don't worry about making sure every account is unique right now. CRM can help you clean up duplicates later, when you have time.
With your accounts in place, you can assign them to yourself or to other people within your organization.
If you have a sales or marketing campaign coming up, you can choose which accounts should be included in those promotions.
Reports help you keep track of your accounts and all the information within them. You can use the Account Summary report for a 360-degree view of an account.
Microsoft Dynamics CRM accounts are where you go to find everything you need to know about all the ways your business interacts with customers.
