This document provides an overview and instructions for using a basic customer relationship management (CRM) system. It covers creating and editing accounts, contacts, opportunities, and activities. Key points include:
- The CRM is browser-based and requires an internet connection to access.
- Accounts represent companies, contacts represent people associated with accounts, opportunities represent potential business deals, and activities track actions related to opportunities.
- Instructions are provided on setting up account, contact, and opportunity records along with the important fields for each. Relationships between the different record types are emphasized.
- Sales stages are defined for opportunities to track the progress of deals.
- Users can view and edit their own data and assigned
14. Account – Address Information Sometimes Billing and Shipping Address of the Company are different. Billing Address is the Address of the Account where all the Billing has to be done. Shipping Address is the Address of the Account where all the Shipping of the material has to be done.
26. For Imported Data Your Escort data / Excell data is now partially imported. The procedure to tag your Accounts to respective owners and update them is as follows :
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34. Version 1.1 will come with How to Create Activities and Version 1.2 will come with How to Create Leads and convert them to Accounts, Contacts and Opportunities Please update your data and be thorough with what I have shown you before the next version is out. Till then Happy CRM The End
![Basic Course (1.0) on http://crm.ncs.net.in By Nikhil Bhagat CRM Admin NCS Computech Pvt Ltd 9830026226, 9331126226 [email_address]](https://image.slidesharecdn.com/crm-training-1217440625394094-9/85/crm-training-1-320.jpg)
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