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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

Customizing Crm

Why Customize
Personal Options
How To Set Personal Options