Customer Management

C100 Customer Relationship Management (CRM)

The Acumatica Customer Management (CRM) course will walk you through the fundamentals of how to work with leads, contacts, business accounts, activities, and opportunities.

CRM Marketing Operations

The end-user CRM Marketing Operations course provides a set of lessons that illustrate the processes of customer relationship management in the marketing department of a midsize company. The course consists of lessons, each of which provides an overview of the relevant features that have been enabled and the configuration settings that have been specified in the system.

CRM Sales Operations

The end-user CRM Sales Operations course provides a set of lessons that illustrate the processes of customer relationship management in the sales department of a midsize company. The course consists of lessons, each of which provides an overview of the relevant features that have been enabled and the configuration settings that have been specified in the system.

CRM Support Operations

The end-user CRM Support Operations course introduces you to the Acumatica ERP CRM functionality based on a set of examples that illustrate CRM customer support processes in a small company. The course consists of lessons that guide you step by step through the examples and explanations of the CRM support process flow in Acumatica ERP.