Course curriculum

  • 1

    Course Introduction

  • 2

    Customer Management Preferences

    • Opportunity Classes

    • Campaign Classes
  • 3

    Customer Management Profiles

    • Marketing Campaigns

    • Marketing Lists
  • 4

    Customer Management Activities

    • Leads

    • Opportunities

    • Sales Quotes

    • Mass Emails
  • 5

    Customer Management Processes

    • Mass Assignment of Unassigned Leads

    • Mass Update of Lead Records

    • Mass Assignment of Opportunities

    • Update Opportunities

    • Calculate Validation Scores

    • Validate Accounts
  • 6

    Customer Management Printed

    • Sales Quote Document
  • 7

    Customer Management Reports

    • Opportunities by Geography Pivot Report

    • Opportunity Products Pivot Report

    • Campaign Summary Report

    • Campaign Sales Orders Report

    • Campaign Invoices Pivot Report