CRM (Customer Relationship Management)
About Course
In this course, you will learn how to manage customer relationships effectively using your ERP system’s CRM module. We will cover how to create and manage leads, track customer interactions, create reservations, and convert leads into sales orders. You will also learn how to generate reports and track sales performance using CRM inquiry and printable reports.
Course Outcome:
By the end of this course, you will be equipped with the skills to optimize your CRM activities and enhance customer relationships.
Course Content
CRM Setup
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Creating Lead Sources/Areas/Status
00:00 -
Creating Product Types & Reservation Types
00:00 -
Creating Salesman Pool and Custom Lists
00:00