(Free) Welcome to the Connected Business implementation and setup course! In this course we will walk you through the various steps you need to take in order to configure your copy of Connected Business for your company. This course is made up of 11 Lessons. This course is not designed to substitute an experienced implementation professional and we highly recommend that you work with one of our partners through this process to guide you to success. You can start the course by clicking the video screenshot on the first course on the right (in the course list).
Connected Business is a...
This course is divided into the following lessons: (1) Customer Detail Form, (2) Process Sales Orders, (3) Creating Invoices, (4) Shipping Orders, (5) Entering Payments, (6) Processing Returns and Refunds, (7) Manage Customer Credit, (8) Working with Gift Cards and Gift Certificates, and (9) Manage a Loyalty Program . Each lesson has four parts: 1) learning objectives, 2) general discussion, 3) multiple task demonstrations, and 4) review questions.
The Sales and Customer Service Course is designed to help the Connected Business user manage Leads, Prospects, and Customers. The processes taught support sales, customer service, and customer collections.
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