Here are some tips to help you get started with common tasks.

Welcome to Microsoft CRM/xRM4Legal 2015

•

•

•

•

•

•

Using the nav bar

Select your xRM4Legal work area

Checkout your dashboards

Look for records

Find your contacts

View your contacts in a list

See more contact details

Click or tap to connect

Add notes about a contact

Create a new business intake

Enter new business intake details

Find organization clients

View organizations in a list

See more organization details

Add a contact to an organization

Pick up where you left off

Find your events

View your events in a list

See more event details

View your opportunities

View opportunities in a list

View cases in a list

Thank you!

www.xRM4Legal.com