Coastal Software & Consulting, Inc. ~ Clientele Education Services

Overview

Accounting Classes

Clientele Classes

Coastal Software Customer Services

Clientele Education: Clientele Sales and Marketing

The course is designed for a system administrator, a programmer who will be using Clientele Basic or a similarly key Clientele user. Students will learn how to use and train others on Clientele. They will also learn how to set up and administer Clientele, including tips on configuring your system for the most efficient and effective operation. Students will review performance issues and will also learn how to use Microsoft Access to create informative, professional looking reports.

All Clientele classes assume that students have a solid knowledge of Windows NT and 95, and a basic understanding of relational databases. Before attending Clientele training you:

Should know how to copy, rename, and delete files in Windows. You must be comfortable with subdirectories and the AUTOEXEC.BAT, .INI, and CONFIG.SYS files.
Should know what a relational database is and be familiar with general database terms.
Should understand how your company plans to use Clientele.
Must have a basic knowledge of Microsoft Access for database maintenance, reporting, queries, and importing.

Course Topics

Getting Started and Basic Navigation
Using Leads and Opportunities
Working with Opportunities
Working with Customers and Prospects
Making Quotes and Orders
Pipelines and Forecasts
Using Reports
Working with Marketing Information
System Options and Security
Setting Up
Managing AnswerBooks
Administrative Utilities Managing Parts
Managing Sales Area
Managing Sales Quotas
Managing Milestones
Managing Action Plans
Sales Assistant Templates
Managing Questions
Clientele & Microsoft Access
Managing Forms
Controls
Menus
Folder Items

Course Length
5 days. Class begins at 9:00am (8:30am in Oregon) and runs until 5:00pm (4:30pm in Oregon). The last day of class will end at around 2:00pm.
Actual times may vary depending on the progress of individual classes through the material.

Class Size
Class size is limited to 12; a minimum of 5 students is required for the class to be held.

You must register to attend this class - please contact us to request enrollment. (e-mail: Click here)

NOTE: This is not a guarantee that you have a seat in this class. This is a "request for enrollment" only. You are not registered until you receive a confirmation fax or e-mail.