Sales Management Training Class

Sales Management is a planned series of activities at every stage of your sales pipeline used as a roadmap for moving the sale forward. Our training class follows this roadmap from customer creation via the Customer Relationship Management module through Accounts Receivable Invoice processing.

Setup

  • Customer
  • Price List
  • Part
  • Miscellaneous Charge
  • Terms

General Operations

  • Order Entry
  • Customer Tracker
  • Earnings
  • AR Invoice Tracker
  • Job Tracker

Reports

  • Sales Order Backlog
  • Sales Order On Hold
  • Sales Picklist
  • Scheduled Shipments
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