Version: 8.5

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Aims:

Learning the fundamental options available for contact management when using transaction management.

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Preconditions:

C0100 - Address Management
C0150 - Product Management

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Content:

Contact opportunities in publishing and mapping these in transaction management, creating basic transactions for contact management with potential sales prospects.

Transaction Management:

The options available for contact management when using transaction management, modeling the transaction management module.
New transactions, searching for transactions, following transactions, reports and exports, reminders, determining new transaction types, administration, creating transaction types.

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Methods:

PowerPoint presentations, practical instructional assignments, case studies, discussion, teamwork, hands on

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Date:

Available on request

Training in English available on request.

Number of training sessions:

3 days

Times:

First day				Following days
Start	10:00			Start	09:00
End	17:30			End	17:00

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Language: English

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