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Sales and Customers
Contracts, customer relationship management, credit policy and retail connectors
Customer Relationship Management
Sales and Customers
Contracts, customer relationship management, credit policy and retail connectors
Contract Management
Customer Relationship Management
Customer Relationship Management (CRM)
CRM: Introduction to Customer Relationship Management
CRM: General Information
Defining Lead Classes
Defining Business Account Classes
Defining Contact Classes
Defining Campaign Classes
Defining Opportunity Classes
Defining Case Classes
Configuring Assignment Maps
Creating Leads
Validating Records for Duplicates
Assigning Leads to Owners and Workgroups
Managing Emails and Activities
Managing Relations
Managing Marketing Lists
Managing Marketing Campaigns
Managing Mass Emails
Qualifying Leads (Marketing)
Qualifying Leads (Sales)
Creating Business Accounts
Creating Contacts
Creating Opportunities
Assigning Opportunities to Owners and Workgroups
Managing Opportunities
Creating Cases
Assigning Cases to Owners and Workgroups
Managing Cases
Submitting Cases to Internal Teams
Managing Marketing Reports
Managing Opportunity Reports
Managing the Support Report
Credit Policy
Retail Connectors
Customer Relationship Management
Customer Relationship Management (CRM)
CRM: Introduction to Customer Relationship Management
CRM: General Information
Defining Lead Classes
Defining Business Account Classes
Defining Contact Classes
Defining Campaign Classes
Defining Opportunity Classes
Defining Case Classes
Configuring Assignment Maps
Creating Leads
Validating Records for Duplicates
Assigning Leads to Owners and Workgroups
Managing Emails and Activities
Managing Relations
Managing Marketing Lists
Managing Marketing Campaigns
Managing Mass Emails
Qualifying Leads (Marketing)
Qualifying Leads (Sales)
Creating Business Accounts
Creating Contacts
Creating Opportunities
Assigning Opportunities to Owners and Workgroups
Managing Opportunities
Creating Cases
Assigning Cases to Owners and Workgroups
Managing Cases
Submitting Cases to Internal Teams
Managing Marketing Reports
Managing Opportunity Reports
Managing the Support Report
