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Organization for Sales Guy

Tue, 01/20/2015 - 21:15 — Mark Steele

Does anyone have any input or guidance on how to set up FocusMe for a sales guy managing a territory full of customers?  any best practices? 

thanks

Mark

‹ Trying to update to the Jan 2015 versions and getting following error message Focus Me 2013 - View Project Explorer ›
Sat, 01/24/2015 - 07:40 — ABColeman

Set Up CRM Project

I am attempting to set up "Customer Relationship Management" as a Project and Products and Services as Focuses.  Each Account or Prospect effort is setup as a task.  This should be easier once the Sharepoint connection is available.

 

A. B.