CRM Support Operations (CPE)

For information on CPE credits, please see the Continuing Professional Education section.

Registration URL: https://webinar.ringcentral.com/webinar/register/5617182704169/WN_nT3BuzxfSqG6Qi_lt0UDTA

Audience: This webinar is intended for Support Specialists who work with Acumatica ERP CRM functionality.

Acumatica ERP Experience Required: 3-6 months

Who Should Attend (relationship to Acumatica): Professionals who want to learn Acumatica ERP CRM functioanlity

Acumatica ERP version: 2024 R1

Training Description: This webinar introduces you to the Acumatica ERP case management functionality based on a set of examples that illustrate CRM customer support processes in a midsize company.

Training Syllabus: The program is covered over two days as follows:

• Day 1: Creating Cases. Assigning Cases to Owners and Workgroups. In this session, you will become familiar with the ways of creating cases in Acumatica ERP, develop a general understanding of case settings, and create a case manually. You will also learn how to assign a case manually to a particular owner and assign a selected group of cases to owners or workgroups by using a case assignment map.
• Day 2: Managing Cases. Submitting Cases to Internal Teams. In the second session, you will learn how to make optimal use of the case management capabilities of Acumatica ERP, develop a general understanding of billing settings for a case and case-related activities, process a case and notice its statuses, create an email and an activity associated with a case, reassign a case to another owner, escalate a case to another employee, specify a case-related activity with a solution for a case, create a return order from a case, become familiar with ways of associating a case with other cases, and prepare and review an accounts receivable invoice for a case. Also, you will become familiar with the ways of creating internal cases in Acumatica ERP for submittal to employees of internal teams and create an internal case manually and assign the case to a member of an internal team.

Date and time: This training meets the following two times, and attendees are expected to attend both sessions:

• Tue, July 23, 2024 10:00 AM - 11:00 AM PT
• Wed, July 24, 2024 10:00 AM - 11:00 AM PT

*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.

Instructor: Chris Pelton

In his current role, Chris Pelton assists customers and partners in implementing Acumatica Distribution, Manufacturing and POS solutions. Prior to joining Acumatica, Chris has been involved with ERP software for over 22 years and has been a Director of IT for a metal coating company for 6 years.

Prerequisites­

None.

Advance Preparations

None. Attendees will be provided with a cloud instance and tenant for training purposes.

Training Materials

Please download the following training guide: EU_CRM_Support_2024R1.pdf that you will need for the training.

Continuing Professional Education

• Program knowledge level: Intermediate
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 2

Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.

* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.