Course curriculum

    1. Course Introduction

    1. Basic CRM

    2. Sales Quotes

    3. Sales Orders

    4. Special Orders & Drop Shipping

    5. Serial & Lot Tracking

    6. Sales Shipments

    1. Sales Invoicing

    2. Customer Payments

    3. Pre-Payments

    4. Credit Memos

    5. Sales Returns

    6. Reminders

    7. Intercompany Transactions

    1. Sales Role Centers

    2. Sales Reports

    3. Price Lists

    4. Sales Order Agent

    5. Support Ticketing

    6. Outlook Integration

    7. CRM Integration

    1. Course Close

About this course

  • $99.00
  • 22 lessons
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