Acumatica Customer Management Videos

Videos and tutorials focusing on the capabilities of Acumatica in the customer management module. This section will show you how to use Acumatica CRM to better manage opportunities, tasks, scheduling, and other sections to make sure that you stay on top of your customer's buying cycle.

Microsoft Outlook Integration | Acumatica 2018 R2

A quick Video showcasing how to use the Acumatica 2018 R2 Microsoft Outlook integration, so you can easily send information from email to your ERP system.

Processing Quotes for Opportunities | Acumatica 2018 R2

A bite sized look at how to process a quote for an opportunity in Acumatica 2018 R1.

Entering a Return Order from a Case | Acumatica 2018 R1

A bite sized look at how to enter a return order directly from a case in Acumatica 2018 R1.

Creating an Opportunity | Acumatica 2017 R2

A bite sized look at creating a opportunity in Cortekx 2017 R2.

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