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Chapter 7. Sales Force Automation (SFA) > Activities and Sales Process

Activities and Sales Process

As discussed in Chapter 4, “Microsoft CRM Functional and Conceptual Overview,” Activities represent specific interactions relating to the various records in Microsoft CRM. Specifically, you will create Activities to track

  • Tasks

  • Emails

  • Phone Calls

  • Letters

  • Faxes

  • Appointments


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