Course curriculum

    1. Acumatica "Favorites" - Inquiries used by Sales

    2. Navigating Customer Profiles and Business Accounts

    3. Understanding Lead Qualification and Contact Creation

    4. Contacts and Organization in CRM

    5. Activities, Task Management and Staying Organized

    6. Pricing and Product Checking with PPD Sales History

    7. Mass Task Update Tutorial

    8. Acumatica Quiz

    1. Folders and Rules for Company Distribution groups

    2. ProPharma SharePoint and data Storage

About this course

  • Free
  • 10 lessons
  • 0.5 hours of video content

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