This course introduces you to the Acumatica ERP CRM functionality based on a set of examples that illustrate CRM marketing processes in a small company. The course consists of the lessons that guide you step by step through the examples and explanations of the CRM marketing process flow in Acumatica ERP.
This course must be completed on Acumatica ERP 2020 R2 Update 3 and later. For this course, you will use the Acumatica ERP tenant with the U100 dataset preloaded.