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 |