Relationship Management in Business Central (EBC89992)

  • Create personal 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
  • Kursinfo
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Kursinfo

Relationship Management in Business Central (EBC89992)

Version: Business Central Language: English

Inhalt
  • 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
Abschlusskriterien
  • Sie müssen 70% des Inhalts abschließen
  • Sie erhalten ein Zertifikat mit folgender Dauer: Für immer
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