Course curriculum

  • 1

    Course Introduction

    • Welcome to Advanced Bootcamp

    • Before we begin...

    • Introducing this Bootcamp Module
  • 2

    Customer Management Preferences

    • Customer Management Preferences

    • Business Account Classes

    • Contact & Lead Classes
  • 3

    Customer Management

    • Contacts

    • Business Accounts

    • Account Locations
  • 4

    Customer Management Processes

    • Assign Your Contacts

    • Update Your Contacts

    • Mass Validation of Lead and Contact Records

    • Assign Business Accounts

    • Update Business Accounts
  • 5

    Customer Management Reports

    • Accounts by Geography Pivot Report