sales management software

Microsoft Word RTF files

How do I read and save a RTF file so it holds the original format of the Word document. In your YouTube video you show an example of inserting a RTF file with data links to your contact file as well as you have two graphics. I'm trying to figure out how to get my RTF files to hold their format from Word. They just don't . Did you use a program other than Word to create your original RTF?

Dell - you lost me. A love story gone wrong...

If you live in Austin, Texas like I do and are an unrepentant geekologist like I am, then Dell is the 800lb gorilla in every room, street, neighborhood, community, city, county and (in the case of Tejas) redneck, evolution-fearing state. It's a big'un, no doubt. So it isn't exactly rocket surgery to figure out that almost all of our computers bear the Dell logo. And they should - good products, well supported, and good value means happy campers. So when it came time to buy a new laptop, Dell had me at 'Hello'.

And that's when the trouble started.

Rating Chart

Rating is your assessment of how "good" or valuable a deal is, where the rating ranges between 0 / low and 5 / high. For sales professionals, rating is a business assessment that is pretty important. While you can use your own system, a typical rating scale might be:

Printing and Reporting

Printing and reporting provide hard copy access to contacts, deals, and appointments.

Scope: One, Selected, Visible, Or All

Often you just want information printed for a deal or contact. Other times you might want to print a call list of your most recent contacts or a list of your highest rated deals. You might need a complete printout of all your appointments. In each of these situations, the scope varies - a single item, a selected list of items, or all items.

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