This course is designed to introduce you to the concepts and terminology used in IFS/Customer Relationship Management (CRM) and to give you hands-on experience with the features of this component.
The estimated time to complete this course is 12 hours.
This course was designed primarily for salesmen and personnel who enter sales related data.
This chapter provides an overview of the basic data that you will need to set up in IFS Applications before using CRM.
CRM might have not been installed in all customer sites. Basically CRM can be considered as the start of sales process. Before beginning the lessons in this chapter, it will be useful to have a basic understanding of sales processes but it is not mandatory.
The estimated time to complete this chapter is 3 hours.
This chapter was designed primarily for sales personnel and personnel who enter sales related data.
This chapter provides an overview of managing business opportunity and demonstrates how business opportunity is related to other functionalities.
Before beginning the lessons in this chapter, it will be useful to have a basic understanding of sales processes but such knowledge is not mandatory.
The estimated time to complete this chapter is 5 hours.
This chapter was designed primarily for sales personnel and personnel who enter sales related data.
This chapter provides an overview of managing business activity and demonstrates how business activity is related to other functionalities.
Before beginning the lessons in this chapter, it will be useful to have a basic understanding of sales processes but such knowledge is not mandatory.
The estimated time to complete this chapter is 4 hours.
This chapter was designed primarily for sales personnel and personnel who enter sales related data.