ERP-ONE Mobile CRM App - Session 1

ERP-ONE Mobile CRM App - Session 1

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Description

This course is designed to help you confidently use the ERP-ONE+ CRM App to manage customer and prospect relationships, review important account information, document activities, manage follow-up, and access sales and support information.


By the end of this course, you will be able to:

  • Navigate the ERP-ONE+ CRM App.
  • Locate customers, contacts, prospects, activities, calendar information, Help Desk information, and Sales History.
  • Add and maintain contacts and prospects.
  • Create and document CRM activities.
  • Schedule and review calendar events.
  • Use CRM information to support customer conversations.
  • Understand when App Settings should be changed and when administrator assistance is needed.


Path steps:

  1. COURSE: ERP-ONE+ | Mobile CRM App
Additional Information
Language:
English
Start Date:
October 14, 12:48PM EDT
End Date:
N/A