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Volunteer will provide CRM coaching, helping grantee determine what they need to do to accomplish their goals and providing advice on executing the steps identified. |
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The intention is to empower Seen2Help to allow them to gain the knowledge required to in order to not only complete the originally requested work, but also to further customise NetSuite so that any future customisations may be carried out internally.
Project Update 27th March 2014:
Seen2Help visited our offices in Stafford today (27th March 2014) where we completed a day of extensive NetSuite Training with them.
Areas covered today included:
- Lead to Cash process
- Marketing Campaigns
- Setting up Customer Stages and Statuses
- Setting up SFA
- Transaction PDF Layouts
- Transaction Forms
- CRM Groups
- Employee and User Management
- Standard Reporting
- Import CSV Records
At the end of the session today, Seen2Help were extremely grateful and felt they had learned so much more about NetSuite and how it works.