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.
Through the lessons, you will learn how to perform the following tasks in Acumatica ERP:
- Performing basic configuration of CRM
- Configuring duplicate validation
- Defining classes used in CRM
- Configuring assignment maps
- Creating leads
- Qualifying leads as performed by marketing and sales teams
- Managing leads by using emails and activities of various types
- Managing marketing lists
- Managing marketing campaigns
- Creating business accounts and contacts
- Validating leads, contacts, and business accounts for duplicates
- Managing opportunities
- Creating sales quotes and opportunity-based sales orders and invoices
- Creating cases
- Managing cases
