TRAINING - TR-CRM-ADM

CRM - Administration / Setup

Image Description
Image Description
Target Audience Mode Sessions
Sales Administrator

Online / On Premise

Session 1 (1.5 hours)
Marketing Administrator

Online / On Premise

Session 1 (1 hours)
Service Administrator

Online / On Premise

Session 1 (1 hours)
Prerequisites
  • General understanding of Brilbook as an application.
  • Access to a Brilbook instance.
  • Modern laptop / PC with speaker & microphone for trainings.
Scope
  • Account
  • Contact
  • Address
  • Unit group and unit
  • Tax group
  • Tax
  • Discount and discount rule
  • Solution setting
  • Serial number
  • Batch number
  • Product category
  • Product configuration
  • Product and product bundle
  • Product cost
  • Price list and price list items
  • HSN number
  • Contract Template
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