Relationship Management in Business Central
(EBC89992)
Organisation Levels
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
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Course info
Relationship Management in Business Central
(EBC89992)
Duration
:
4 h 10 min
Content
First Steps
Role center and profile
Setup No. Series
Setup marketing part 1
Setup marketing part 2
Create company contacts
Create personal contacts
sample
Activities (task packages)
Overview opportunities and processes
Setup opportunties and processes
Manage Contacts
Overview segments and criterias
Business Relation Codes
Industry Groups
Organisation Levels
sample
Responsibilities
Mailling Groups
Add Segment Criterias
Alternative addresses
Setup salespersons and add them to contacts
Connect contacts with existing customers or vendors
Create contacts via batch job customers or vendors
Create contacts directly from customers or vendors
Setup Customer Template Codes
Create sales quotes using contacts
sample
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
sample
Salutation Codes
Add attachments to contacts
Document phone calls
Visit Report
Record activities automatically
Overview of profile contact classification and questionaires
Create questionaires
Add questionaires and results
Completion rules
You must complete 70.00% of the content
Leads to a certificate with a duration: Forever
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