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Adding Sales Literature

May 29, 2010

Leaflets, sales slicks, price lists, galore!  Keep this stuff handy in the Sales Literature feature, and you’ll never have to go hunting for that price list again.

Sales literature can be associated with any product, and associating your sales literature will make easy for your salespeople to bring up product-specific documentation.

Step-by-Step Instructions

  1. Click Sales on the Navigation Pane, and then click Products.
  2. Open an existing product or click the New button to create a new product.
  3. On the left, click Sales Literature.
  4. Click the New/Add buttons on the Actions toolbar to link sales literature to this product.

Tips & Tricks

  • If you need more complex document management, consider integrating Sharepoint into your CRM database.

 

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