Sales opportunity management - PowerPoint PPT Presentation

CRM Made Easy with Synergy

CRM Made Easy with Synergy. Viewing / Creation / Editing of Account or Contact Data Calendar View of Activities Review of Tasks to Accomplish Enter / View Notes from Account Interactions Store / Viewing / Retrieval of Documents / e-Mails / MS Office Integration

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314 views • 26 slides

CRM Functionality with Synergy

CRM Functionality with Synergy. Viewing / Creation / Editing of Account or Contact Data Calendar View of Activities Review of Tasks to Accomplish Enter / View Notes from Account Interactions Store / Viewing / Retrieval of Documents / e-Mails / MS Office Integration

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287 views • 26 slides

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