Lab 1: Adding a Contact to an Account:

  1. Open the Main Account Screen for Mim’s Test School
  2. Click the Accounts Folder link
  3. Type Mim in the search field and click the search icon
  4. Double-click on Mims Test School
  5. From the Main Account Screen, click the Contacts link in the left navigation pane.
  6. Click the NewContact button.
  7. Enter information for a new contact and click the Save button
  8. Add a Job Function for this contact
  9. Click the New Job Function button in the Job Functions block
  10. Enter information
  11. Click the Save and Close button

Lab 2: Adding an Opportunity to an Account:

  1. If the Main Account Screen is not already open, open the Main Account Screen
  2. Click the Accounts Folder link
  3. Type Mim in the search field and click the search icon
  4. Double-click on Mims Test School
  5. From the Main Account Screen, click the Opportunities link in the left navigation pane.
  6. Click the New Opportunity button
  7. Enter a Topic, Estimated Revenue and Estimated Close Date
  8. Click the Save button
  9. Add product to the opportunity
  10. Click the Add Product Subfamily button
  11. Click the Search icon to load all subfamilies, or type a subfamily name in the search field and click the search icon
  12. Choose a product from the list
  13. Click the Move button to add it to the Selected List
  14. Add another product to the Selected list
  15. Click OK
  16. Click the Refresh button to see the product added to the opportunity
  17. Click the Save and Close button

Lab 3: Adding an Activity to an Account:

  1. If the Main Account Screen is not already open, open the Main Account Screen
  2. Click the Accounts Folder link
  3. Type Mim in the search field and click the search icon
  4. Double-click on Mims Test School
  5. From the Main Account Screen, click the Activities link in the left navigation pane.
  6. Click the new Activity button
  7. Choose Phone Call and click OK
  8. Enter details for this Phone Call
  9. Click the Save and Close button
  10. Close out the Phone Call
  11. Double-click on the activity to open the Activity Record
  12. Click the Save as Completed button

Lab 4: Tracking Information from Outlook into CRM

  1. If the Main Account Screen is open, close it.
  2. Clickthe Task button in Outlook
  3. Choose New >Task from the Outlook toolbar
  4. Enter all the necessary information about this task
  5. Click the Track in CRM button from the toolbar, and choose Task
  6. Click the Regarding button
  7. Type Mim into the search field and click the search icon
  8. Choose Mims Test School from the list and click OK
  9. Click the Save and Close button

Lab 5: Create new Account

  1. Click the Accounts folder to see your list of accounts
  2. Click the New button
  3. Click on the General Tab
  4. Enter the information for this account. Fields with a red asterisk must be populated.
  5. Click on the different tabs to fill in all possible information.
  6. Click the Save and Close button

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