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Method CRM - Getting Started Series - Activities

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Uploaded by on Aug 31, 2011

In this webinar, learn about the Activities grid and how it can be used as a to-do list as well as a means to quickly query the activities table based on filters you can type in. We'll also enter in new activities, use the "quick create" links to create activities, and show you how to make the most of the data displayed when viewing/editing an activity.

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Education

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Standard YouTube License

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