A company is using Relationship Analytics. The company emails customers three times a month.
To increase customer loyalty, the company is adding a policy that requires sales representatives to meet with customers two times a quarter as well.
You need to update the settings.
What should you configure?
Vou are using the Dynamics 365 Sales mobile app. You need to identify the actions you can perform with the app.
Solution: Create documents.
Does the solution meet the goal?
A company is using Relationship Analytics. The company emails customers three times a month.
To increase customer loyalty, the company is adding a policy that requires sales representatives to meet with customers two times a quarter as well.
You need to update the settings.
What should you configure?
Vou are using the Dynamics 365 Sales mobile app. You need to identify the actions you can perform with the app.
Solution: Create documents.
Does the solution meet the goal?
A sales manager creates a marketing list that includes all contacts from a specific city. The manager plans to use the list in a campaign. The manager forgot to filter out contacts who have a credit hold. You need to create a campaign with the updated contacts. What should you do?
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