End-User Course: CRM Sales Operations 2023 R1
This course introduces you to the Acumatica ERP CRM functionality based on a set of examples that illustrate CRM sales 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 sales process flow in Acumatica ERP.
The current version of the course is valid for Acumatica ERP 2023 R1. For this course, you will use the Acumatica ERP tenant with the U100 dataset preloaded.
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The webinar recordings presented below are based on the training guide for Acumatica ERP 2021 R1. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2023 R1.
In this training, the following PowerPoint presentation has been used: EU: CRM Sales Operations 2021 R1