Here’s a quick highlight of what the Basic CRM Toolbar has to offer:
1. New Activity creation: Quickly create new Activities from this dropdown rather than from the relevant Account, Contact, Opportunity, etc. Click Save & New at the top of the screen when tocreate more than one, and you can create 10 Activities in less than 2 minutes.
2. New Record creation: By creating a new record from here, you can save time by not hunting for the entity listview.
3. Go To: This allows you to only click once and land on the location to which you want to navigate. Are you going to Duplicate Detection Rules inside of to Settings? This would take you three clicks to go to.
When you use the Go To, you only click once – scroll down to Settings, Data Management, and then Duplicate Detection Rules.
4. Tools: Are you trying to import 500 Leads into the system? Do you want to run a Duplicate Detection job in one click? . No need to travel all the way to the Settings areaSet your personal options? .
5. Advanced Find: CRM – Advanced Find to search for just about anything inside of CRM with a few simple lines of criteria. Editcolumns or export anything you pull to Excel in a flash. And it’s real-time…
Do you like the toolbar, but work from Outlook? The Basic CRM Toolbar is there, too! Look for the CRM ribbon among your toolbars at the top of Outlook.
