Module 1: Introduction to Sales Management

1. Customer Scenarios

2. Basic Record Types

Module 2: Lead Management

1. Lead to Opportunity Process Form and Process Ribbon

2. Convert Activity Records to Leads

3. Qualifying and Disqualifying Leads

4. Create, Maintain, and Use Sales Literature

5. Create, Maintain, and Use Competitors

Module 3: Working with Opportunity Records

1. Create Opportunities and Work with Opportunity Form

2. Changing Opportunity Status

Module 4: Working with the Product Catalog

1. The Microsoft Dynamics CRM Product Catalog

2. Unit Groups

3. Adding and Maintaining Products

4. Creating, Maintaining and Using Price Lists

5. Currency Management

Module 5: Sales Order Processing

1. Adding Line Items (Opportunity Products) to Opportunities

2. Quote Management

3. Working with Orders

4. Working with Invoices

Module 6: Metrics and Goals

1. Configuring Goal Metrics

2. Configuring Fiscal Periods

3. Creating and Assigning Goal Records

4. Creating and Recalculating Parent and Child Goal Records

5. Creating a Rollup Query

Module 7: Sales Analysis

1. Running Built-in Reports

2. Exporting Sales Information to Excel

3. Working with Charts and Dashboards

4. Working with System Charts from the Opportunity List

5. Create a New Dashboard in the Workplace

6. Sharing Dashboards, Charts and Advanced Find Queries