Self-Paced Online Learning Duration: 115-125 minutes
Interactive Online Training Session Duration: 60 minutes
Target Staff/Departments: Customer Service/Sales Staff
This training module will take users through how to use the CRM, enter sales orders for non-walk in customers, how to process orders received electronically from an integrated website or other integrated system and how to use the Sales Order Management Dashboard.
This training module will cover |
•Contact Relationship Manager (CRM) •Sales Ordering •Web/EDI Order Processing •Tracking backorders and supplier ETA promises in the Sales Order Management Dashboard |
The below videos are required to be watched prior to your online training session |
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Contact Relationship Manager (CRM) |
Sales Ordering Entry & Maintenance |
Creating and Editing Quotes |
Web/EDI Orders |
Sales Order Management Dashboard |
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The below User Guide topics are required to be read prior to your online training session |
Additional Training Resources |
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•Sending an email via the email button in the CRM •Sales Order Entry/Maintenance •Web Order Enquiry/Maintenance •Sales Order Management Dashboard
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Creating and Sending emails using templates |
