http://www.zero2ten.com This CRM 2011 video goes through how to create 2 workflows:
1) Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K
2) Updating the Account to Relationship Type = Client when an Opportunity is WON.
For more details, contact us at: http://www.zero2tencrm.com/aboutus/contactus.aspx
I am a brand new user to CRM... I could sure use a Tutorial on the EXACT steps for setting up CRM 2011,and starting from scratch... thanks.
InkWayUSADistributor 8 months ago