Acumatica: Lead to Cash Including Distribution, Shipping and Credit Card Processing
Date: Wednesday, March 28, 2018
Time: 11 AM PT / 2 PM ET
Join Eric Moreau, Partner Enablement and Pre-Sales Specialist at Acumatica to experience the “Lead to Cash” journey. During this exercise, we will see how leads are captured and managed, what the distribution process workflow looks like, and wrap up by showing cash receipts.
Eric will demonstrate how to use Acumatica to:
- Capture Leads both electronically and manually.
- Track all activities with those leads as they move towards becoming prospects and then customers.
- Establish opportunities with this customers and generate quotes attached to these opportunities.
- Manage the quotes through the distribution channel – orders, shipments, fulfillment and invoicing.
- Complete the process by applying cash to the newly created invoice.