Date: to be defined

Course title
Standard ERP CRM

Duration
1 day

Course objectives
We teach you the basics in how you group and classify your customers. You learn how the Agenda works and how to book meetings in the graphical calendar. After finnishing the course you are able to create and update the register Contact persons, use the Agenda to better plan your work day, connect posts and attach files to different registers and also create activities from quotations etc.

Who should attend?
All users of HansaWorld Express and Enterprise who can see the benefit in improving their customer relationships.

Main course topics
• Introduction Agenda
• Introduction Calendar
• Activities and activity types
• Customer card
• Customer categories
• Customer classifications
• Contact persons
• Connecting registers
• Activity registration from quotations, orders etc.