Oracle Fusion Applications - CRM Implementation
( Duration: 5 Days )COURSE AGENDA
1
Oracle Fusion CRM overview
2
User interface overview
3
Functional Setup Manager (FSM) overview
4
Profile options and lookups
5
Geographies
6
Security, Users, resources, and visibility overview
7
File-Based import overview
8
Customers, consumers, sales accounts, and prospects
9
Customer center
10
Appointments, interactions, notes, tasks, and task templates
11
Territory dimensions, territory jobs, and territory proposals
12
Assignment manager (territory-based assignment (TBA) and rule-based assignment (RBA))
13
Lead management
14
Opportunity sales methods and stages and sales coach
15
Opportunity revenue items, sales credits, and close behavior
16
Forecasting
17
Customization Tools Overview
Encarta Labs Advantage
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Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.
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