Managing customer relationships using EXO CRM
Duration:
3 Hours
Course Outline:
| Workflow Screens |
| Exogrids |
| Widgets |
| Help Functions |
| Activity Type |
| Activity Status |
| Company Type |
| Marketing Classes |
| Contact Lists |
| Advertising Types |
| Lead Source |
| Opportunity Stages |
| Opportunity Type |
| Campaign Stages |
| Master Records |
| Companies |
| Contacts |
| Stock |
| Sales Budgets |
| Sales Staff |
| Budgeting Periods |
| Budget Models |
| Sales Budgets |
| Sales-Team Budget View |
| Activities |
| Creating Opportunities |
| Opportunity Quotes |
| Converting Opportunities |
| Reports |
| Customise/edit reports |
| Using Dashboards |
| Creating Campaigns |
| Campaign Waves |
| Campaign Transactions |
| Upon completion of this course you will be able to: |
|---|
| Navigate MYOB EXO CRM |
| Create Companies |
| Create and maintain Contacts |
| Create pre-defined dropdown lists used in Activities Companies Contacts and |
| Opportunities |
| Create Sales Budgets |
| Create Activities |
| Create Opportunities |
| Create Campaigns |