By completing this course, you will learn how to create and manage leads, qualify leads as performed by marketing and sales teams, create business accounts and contacts, manage marketing and sales activities, create and manage opportunities, create sales quotes, sales orders, and invoices associated with opportunities, and create and manage cases. You will also learn how to configure CRM functionality in Acumatica ERP. The current version of the course is valid for Acumatica ERP 2021 R1 and later.
Join the upcoming webinar: CRM Marketing Operations
Training Recordings
Session One
In this training, the following PowerPoint presentation has been used: C100 Customer Relationship Management (CRM) 2021 R1.
Session Two
In this training, the following PowerPoint presentation has been used: C100 Customer Relationship Management (CRM) 2021 R1.
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Testimonials
The class was very informative and well laid out to teach the module.
Heath H.
It was really nice seeing what a fully built and functional Project management system could do for us.
Thomas S.
I liked that the examples were written in the guide, explained and shown.
Megan H.
I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.
Kimberly W.
Training Guide was well laid out with clear, easy steps to follow.
Jason M.
It was an excellent experience. I am very satisfied with this course.
Alfred M.
The most effective part about the session was the practical examples and not just repeating what was written in the guide. So the real life examples were very helpful.
Marilize Z.
It is a well written fundamental course.
Kathryn W.
Easy to follow and understand the way the course is laid out. I am just starting to get to know Acumatica much better
Noel P.
The instructor was thoroughly and reiterated the information to help it sink in
Lisa K.
I was very impressed that the full product - reconfigured with data was available The data was very well prepared
Grahame P.
Everything was very easy to follow and gave me good basic knowledge of pricing.
Nick M.