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    • 1 Welcome To Premiere Crm
      • 1.1 Introduction To Dynamics Crm
        • 1.1.1 What Crm Is
        • 1.1.2 What Crm Is For Premiere
        • 1.1.3 Why Crm Makes Sense
        • 1.1.4 How It Makes Your Life Easier
        • 1.1.5 How Data Is Organized
        • 1.1.6 New Features
      • 1.2 Sitemap And Ribbon
      • 1.3 Welcome To Crm
        • 1.3.1 How To Use This Guide
        • 1.3.2 General CRM Training
        • 1.3.3 How To Find Help
        • 1.3.4 Premiere Tutorials And Training
    • 2 Getting Started
      • 2.1 How To Access Crm
      • 2.2 Recommended Browser
      • 2.3 Getting A Username And Password
      • 2.4 Changing A Username And Password
      • 2.5 Roles
      • 2.6 Quick Start And Quickcreate
      • 2.7 Workflows In Crm
      • 2.8 Sales Quick Start Guide
    • 3 Dashboards
      • 3.1 Intro To Dashboards
      • 3.2 Your Dashboard
      • 3.3 Customizing Your Dashboard
    • 4 Data And Record Types
      • 4.1 Why Data Is Important
      • 4.2 How Data Is Organized In Dynamics CRM
      • 4.3 Data Navigation
      • 4.4 Record Types Explained
        • 4.4.1 Contacts
        • 4.4.2 Accounts
        • 4.4.3 Products
        • 4.4.4 Parking Spaces
        • 4.4.5 Leads
        • 4.4.6 Opportunities
        • 4.4.7 Quotes
        • 4.4.8 Orders
        • 4.4.9 Invoices
        • 4.4.10 Suite Information
        • 4.4.11 Suite Rates
        • 4.4.12 Cities, Regions and Neighbourhoods
        • 4.4.13 Taxes
        • 4.4.14 Cases
        • 4.4.15 Contracts
        • 4.4.16 QuickBook Accounts
    • 5 How To Use Crm
      • 5.1 Overview
      • 5.2 Advanced Find
      • 5.3 Basic Functions
        • 5.3.1 Crm Data Overview
        • 5.3.2 Exporting Data To Excel
        • 5.3.3 Navigating Crm
        • 5.3.4 Toggling Views
        • 5.3.5 Viewing Records
        • 5.3.6 Sorting Records
        • 5.3.7 Searching Records
        • 5.3.8 Recently Viewed Items
        • 5.3.9 Saving Your Work
      • 5.4 Customizing Crm
        • 5.4.1 Why Customize
        • 5.4.2 Personal Options
        • 5.4.3 How To Set Personal Options
      • 5.5 Working With Email
    • 6 Activities
      • 6.1 Activities Overview
      • 6.2 Create New Activities
      • 6.3 Activity Feed
      • 6.4 Working With Notes
      • 6.5 Working With Tasks
    • 7 Sales
      • 7.1 Leads
        • 7.1.1 How To Create A Lead
        • 7.1.2 Edit And Nurture Leads
        • 7.1.3 How To Qualify A Lead
        • 7.1.4 How To Remove A Lead
        • 7.1.5 How To Reactivate A Lead
      • 7.2 Opportunities
        • 7.2.1 Create Opportunity
        • 7.2.2 Opportunity Details
        • 7.2.3 Create Opportunities From Leads
        • 7.2.4 Convert An Opportunity
        • 7.2.5 Close An Opportunity
      • 7.3 Editing activities
      • 7.4 Quotes And Contracts
        • 7.4.1 Generate A Quote
        • 7.4.2 Email A Quote
        • 7.4.3 Generate Contracts
        • 7.4.4 Interoffice Requests
      • 7.5 Reservation Board
        • 7.5.1 Using The Reservation Board
      • 7.6 Sales Overview
        • 7.6.1 Managing The Sales Cycle
        • 7.6.2 Commissions
        • 7.6.3 Ownership
        • 7.6.4 Teams
      • 7.7 Sales Automation
      • 7.8 Troubleshooting
    • 8 Handling Current Stays
      • 8.1 Before Arrival
        • 8.1.1 Set Up Housekeeping
        • 8.1.2 Guest Notifications
        • 8.1.3 Adding Arrival Notes
        • 8.1.4 Adding Departure Notes
        • 8.1.5 Change Information Before Arrival
      • 8.2 Handling Departures
        • 8.2.1 Departures Overview
        • 8.2.2 Checklists
        • 8.2.3 Booking Post Stay Activities
      • 8.3 Manage A Stay
        • 8.3.1 Stay Management Overview
        • 8.3.2 Add Products
        • 8.3.3 Moving Guests To Another Suite
        • 8.3.4 Adding Guests
        • 8.3.5 Creating Splits
        • 8.3.6 Extending Reservations
        • 8.3.7 Incidentals to Guests
        • 8.3.8 Changing the Rate
        • 8.3.9 Merging Order Products
    • 9 Property Administration
      • 9.1 Overview
      • 9.2 Adding Properties
      • 9.3 Managing Properties
      • 9.4 Removing Properties
    • 10 Suite Administration
      • 10.1 Suites Overview
      • 10.2 Suite Information
      • 10.3 Managing Suite Contracts
      • 10.4 Suite Rates
      • 10.5 Suite Amenities
      • 10.6 Managing Suite Inventory
      • 10.7 Blackout Dates
    • 11 Parking Administration
      • 11.1 Managing Parking
      • 11.2 Managing Parking Contracts
      • 11.3 Managing Parking Rates
    • 12 Customer Service
      • 12.1 Booking Activities For Incidentals
      • 12.2 Cases
        • 12.2.1 Cases Overview
        • 12.2.2 Create New Service Case
        • 12.2.3 Adding Activities To Cases
        • 12.2.4 Save And Route A Case
        • 12.2.5 Assign Or Add Participants
        • 12.2.6 Adding Expenses
        • 12.2.7 Resolve And Close A Case
      • 12.3 Creating And Managing Housekeeping
      • 12.4 Checklists
    • 13 Accounting
      • 13.1 Overview
      • 13.2 Quickbooks Items
      • 13.3 Invoices
      • 13.4 CRM and QBO
      • 13.5 Taxes
      • 13.6 Different Tax Rates
      • 13.7 Payments
      • 13.8 Bills
      • 13.9 QBO Taxes and Invoices
      • 13.10 Accounting Troubleshooting
      • 13.11 QBO Troubleshooting
    • 14 Marketing
      • 14.1 Web Properties
      • 14.2 Web Leads
      • 14.3 Web Reviews
      • 14.4 Marketing Automation
      • 14.5 GDPR Compliance
      • 14.6 Troubleshooting
    • 15 Help
      • 15.1 Terms You Should Know
      • 15.2 Common Issues
      • 15.3 Tips And Tricks
      • 15.4 Best Practices
      • 15.5 Troubleshooting
      • 15.6 Training & Guides

Activities

  • Activities Overview
  • Create New Activities
  • Activity Feed
  • Working With Notes
  • Working With Tasks