This course introduces the Customer Relationship Management (CRM) functionality of Acumatica ERP.
The course is based on a set of examples that involve different groups of users—such as marketing
personnel, salespersons, and support specialists—presenting typical scenarios that show how a CRM
system may be used by different companies rather than showing the business processes of a single
company.
Course Description
How to Go Through the Course?
- Download the training guide and files for training. Unzip the folder with files for training. when you perform this, you will have the following training materials:
- Customer Management 2017 R2 course guide: All the information that you need in this course is provided in the PDF course guide.
- PurchasedLeads.xlsx and MarketingLeads.xlsx: Two supplementary Excel files. One of them contains a purchased list of leads, and the other a list of leads generated by a marketing automation tool. These lists will be imported to Acumatica ERP. The PDF course guide refers to these files when they are needed.
- C100.zip: The snapshot with the preconfigured data necessary for the training completion.
- Download and install Acumatica ERP build 17.204.0019.
- With the parameters described in the Course Prerequisites chapter of the PDF course guide, deploy an instance of Acumatica ERP, in which you will do the training examples.
- Restore the C100.zip snapshot. For information on how to restore a snapshot, see To Restore a Snapshot.
- Read the How to Use This Course chapter in the PDF course guide and follow the instructions from the guide.
Training Materials
Installations
Training Recordings
C100 Customer Management (CRM) 2017 R2 - Session 1 of 4
Session One
C100 Customer Management CRM 2017 R2 - Session 2 of 4
Session Two
C100 Customer Management CRM 2017 R2 - Session 3 of 4
Session Three
