Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Deactivate or activate an account or contactCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Sales PermissionsInstead of deleting an account or contact, you can deactivate it and still have an audit trail for your sales process.When an account or contact is deactivated, it cannot be edited, and relationships between the account or contactand other records cannot be created.The only way to view a deactivated account or contact is to select Inactive Accounts or Inactive Contacts inthe View list. If the representative of the account or the individual contact for the record you deactivatedcontacts you in the future, you have the option of reactivating the account or contact without re-entering all thedata.1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.2. Select the account or contact you want to deactivate or activate.3. On the Actions toolbar, click More Actions, and then click one of the following:Deactivate– OR –Activate4. In the confirmation dialog box, click OK.NoteWhen you deactivate a record, all relationships created while it was active continue to be available; however, youcannot create new relationships with a deactivated record.Create a quick campaignCan I do this task?This task requires permissions that are found in all default marketing security roles. More informationabout specific permissions and performing this task while offline: Marketing PermissionsYou can use quick campaigns to create one type of activity for many accounts, contacts, or leads at once.1. Select the records or list you want to run a quick campaign on, and then start the Create QuickCampaign Wizard.From a list of records, including the results of a search You can run a quick campaign from any list of accounts,contacts, or leads.a. Select the record or records for which you want to create a quick campaign. If you want to include allrecords on the current page or all records on all pages, then skip this step.b. On the Actions toolbar, click Create Quick Campaign , and then click one of the following:Microsoft Dynamics CRM 4.0 User’s Guide 253