Notes And Attachments With Microsoft CRM!
Sometimes in business it happens that you are not successful in converting a lead into an opportunity or an opportunity into deal. In such a case you tend to delete or close the account of the customer. But if the same customer comes back again to you as a lead then if you had deleted his or her account you will not be able to find whether the client was your customer in past or not, therefore it is not advisable to delete the account. And if you closed the account then you will not be having the details of why the lead was not able to convert into opportunity. Because if you had the details of failure of conversion you can take steps in advance of not repeating the same mistake. Now the Microsoft CRM provides you with a feature to add notes to almost all kinds of entries made into CRM. This helps you plan your Microsoft CRM Marketing and Microsoft CRM Sales strategies.
Another important feature is of adding attachments. Where a note is a piece of information linked to a record, an attachment is a file linked to a record. The file can be of any type from a word document, an adobe file or an image file. The feature like notes and attachments gives an opportunity to improve your Microsoft CRM Service and thus your business strategies.