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CRM Basics
[Omni] CRM Basics
[Omni] CRM Basics

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
Cin7 Academy Team
Course Progress
Not started
Sign In
Course Outline
  1. Introduction
    1. Introduction
  2. Contact Types & Workflows
    1. The Three Contact Types
    2. Supplier Workflow
    3. Customer Workflow
  3. Basics
    1. Creating new Contacts (Customers and Suppliers)
    2. Searching and Filtering Contacts
  4. Importing and Exporting
    1. CRM Import Template
    2. Importing Contacts
    3. Exporting Contacts
  5. Managing your Contacts
    1. Bulk Updating Contacts
    2. Merging Contacts
    3. Deleting Contacts
  6. Settings
    1. What Can Be Configured?
    2. Settings Overview Part 1
    3. Settings Overview Part 2
    4. What are Custom CRM Fields?
    5. Custom CRM Fields
  7. Survey
    1. Course Survey
course
CRM Basics
[Omni] CRM Basics
Course Progress
Not started
Sign In

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
  1. Introduction
    1. Introduction
  2. Contact Types & Workflows
    1. The Three Contact Types
    2. Supplier Workflow
    3. Customer Workflow
  3. Basics
    1. Creating new Contacts (Customers and Suppliers)
    2. Searching and Filtering Contacts
  4. Importing and Exporting
    1. CRM Import Template
    2. Importing Contacts
    3. Exporting Contacts
  5. Managing your Contacts
    1. Bulk Updating Contacts
    2. Merging Contacts
    3. Deleting Contacts
  6. Settings
    1. What Can Be Configured?
    2. Settings Overview Part 1
    3. Settings Overview Part 2
    4. What are Custom CRM Fields?
    5. Custom CRM Fields
  7. Survey
    1. Course Survey

Course Categories

CRM: Omni

Course Instructor

Cin7 Academy Team
Cin7 Academy Team