Start Working with Microsoft CRM xRM4RealEstate 2014

Here are some tips to help you get started with common tasks.

Welcome to Microsoft CRM/xRM4RealEstate 2014

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Select your xRM4RealEstate work area

Checkout your dashboards

Find your contacts

View your contacts in a list

See more contact details

Click or tap to connect

Add notes about a contact

Create a new contact

Enter contact details

Find organisation clients

View organisations in a list

See more organisation details

Add a contact to an organisation

Pick up where you left off

Find your events

View your events in a list

See more event details

View your opportunities

View opportunities in a list

Organise a “proof of capability” – 1 week to 1 month

Run a pilot – marketing/BD including light-house office or service area

Rollout firm-wide – targeting wider audience of professional and support staff

What’s next?

Thank you!

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