The Acumatica Customer Management (CRM) course will walk you through the fundamentals of how to work with leads, contacts, business accounts, activities, and opportunities.
In the course, a lot of attention is paid to the information analyzed through dashboards and generic inquiries. You will see how different groups of users, such as marketing personnel, salespersons, and support specialists, can use the Customer Relationship Management functionality in Acumatica ERP.
