• QAD Customer Relationship Management Change Summary
•  About This Course
  •  Course Description
    • Course Objectives
    • Audience
    • Prerequisites
    • Course Credit and Scheduling
    • Virtual Environment Information
  •  Additional Resources
    • QAD Learning Center
    • QAD Document Library
    • QAD Support
•  Introduction to QAD CRM Sales Management
  • Overview
  • What is CRM?
  • CRM Benefits
  • CRM Records
  • CRM Security
  • Day in the Life QAD CRM
  • Master Questions
  • Wrap-Up
•  Getting Started
  •  Overview
    • Learning Objectives
  •  Access and Exit
    • Logging in to CRM
    • Logging out of CRM
  • User Interface
  •  Help System
    • Accessing Help System
    • Printing Help Topics
  •  Reviewing Settings
    • Reviewing My Preferences Settings
    • Reviewing My Details Settings
  • Master Questions
  • Wrap-Up
  • Exercise
•  Profiles
  •  Overview
    • Profile Types
  •  Searching Profiles
    • Creating a Favorite
    • Search Criteria
  • All Profiles Screen
  • Filtering Profile Records
  • Adding a Profile
  • Master Questions
  • Wrap-up
  • Exercise
•  Contacts
  •  Overview
    • Contact Persons Screen
    • What information is contained in a Contact?
    • Searching for a Contact
    • Adding a Contact
    • Copying a Contact
    • Synchronizing Contacts
  • Master Questions
  • Wrap-Up
  • Exercise
•  Activities
  •  Overview
    • Learning Objectives
  •  Activity Calendar
    • Accessing Activities and Tasks
    • Adding Activities
    • Processing an Activity
  •  Task Management
    • Adding a Task
  •  Emails - Letters - Contact Notes
    • Sending Email from QAD CRM
    • Synchronizing Emails
    • Sending a Letter
    • Making a Note
  • Synchronizing Activities
  • Managing Customer Visit Reports
  • Master Questions
  • Wrap-Up
  • Exercise
•  Opportunities
  •  Overview
    • Opportunities = Business Deals
    • What information is contained in an Opportunity?
  • Searching for an Opportunity
  •  Opportunity Management
    • Adding an Opportunity
    • Changing Opportunity Stages
  • Master Questions
  • Wrap-Up
  • Exercise
•  Reports and Dashboards
  • Overview
  • Reporting Functionality
  • Browser Reports
  • Standard Reports
  • Exporting Reports
  • Dashboard Functionality
  • Master Questions
  • Wrap-Up
  • Exercise
•  Advanced Features
  • Overview
  • Profile Relationships
  • Scripts
  • ERP / CRM Integration
  • Customer Console
  • Master Questions
  • Wrap-Up
  • Exercise
• Product Information Resources