SO-101: Introduction to CRM and Sales Opportunities
Overview and training on the customer relationship management features of Business One. This course will include a thorough discussion of the Activities feature of the Business Partner Module, as well as the setups and use of the Sales Opportunities Module.
- Executive Management
- Sales Management
- General knowledge of SAP Business One data entry procedures
- General knowledge of SAP Business Partner Master data
- Recommended:
- Fundamentals of SAP Business One SAPB1-101
- Introduction to Business Partners
- Activities
- Activity types
- Activity reports
- Accessing Activities from within the system
- Sales Opportunities
- Required Setups
- Sales Opportunity entry and maintenance
- Sales Opportunity reports
Target Audience
Prerequisite
Course Content
