[Omni] CRM Basics
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About the Course
The CRM, or Customer Relationship Management module is a core module in Omni - it’s where all your Customers, Suppliers and Branches are stored.
In this course we will cover all of the fundamental knowledge required to utilize the CRM module.
Course Categories
CRM: Omni
Course Instructor
Cin7 Academy Team
Course Progress
Course Outline
-
Introduction
- Introduction
-
Contact Types & Workflows
- The Three Contact Types
- Supplier Workflow
- Customer Workflow
-
Basics
- Creating new Contacts (Customers and Suppliers)
- Searching and Filtering Contacts
-
Importing and Exporting
- CRM Import Template
- Importing Contacts
- Exporting Contacts
-
Managing your Contacts
- Bulk Updating Contacts
- Merging Contacts
- Deleting Contacts
-
Settings
- What Can Be Configured?
- Settings Overview Part 1
- Settings Overview Part 2
- What are Custom CRM Fields?
- Custom CRM Fields
-
Survey
- Course Survey
About the Course
The CRM, or Customer Relationship Management module is a core module in Omni - it’s where all your Customers, Suppliers and Branches are stored.
In this course we will cover all of the fundamental knowledge required to utilize the CRM module.
Course Outline
-
Introduction
- Introduction
-
Contact Types & Workflows
- The Three Contact Types
- Supplier Workflow
- Customer Workflow
-
Basics
- Creating new Contacts (Customers and Suppliers)
- Searching and Filtering Contacts
-
Importing and Exporting
- CRM Import Template
- Importing Contacts
- Exporting Contacts
-
Managing your Contacts
- Bulk Updating Contacts
- Merging Contacts
- Deleting Contacts
-
Settings
- What Can Be Configured?
- Settings Overview Part 1
- Settings Overview Part 2
- What are Custom CRM Fields?
- Custom CRM Fields
-
Survey
- Course Survey
Course Categories
CRM: Omni
Course Instructor
Cin7 Academy Team
