Relationship Management in Business Central (EBC89992)
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Create sales quotes using contacts
- First Steps
- Role center and profile
- Setup No. Series
- Setup marketing part 1
- Setup marketing part 2
- Create company contacts
- Create personal contacts
- Activities (task packages)
- Overview opportunities and processes
- Setup opportunties and processes
- Manage Contacts
- Overview segments and criterias
- Business Relation Codes
- Industry Groups
- Organisation Levels
- Responsibilities
- Mailling Groups
- Add Segment Criterias
- Alternative addresses
- Setup salespersons and add them to contacts
- Connect contacts with existing customers or vendor...
- Create contacts via batch job customers or vendors
- Create contacts directly from customers or vendors
- Setup Customer Template Codes
- Create sales quotes using contacts
- Create customers from contacts in sales quotes
- Create and add tasks
- Overview task management
- Create and manage opportunities
- Manage Campaigns
- Create campaigns
- Create segments and add contacts
- Salutation Codes
- Add attachments to contacts
- Document phone calls
- Visit Report
- Record activities automatically
- Overview of profile contact classification and que...
- Create questionaires
- Add questionaires and results
- Course info
