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Module 1:Introduction to Oracle CRM Service Fundamentals
● Understand iStore’s shopping cart and ordering functionality and other key features
● Understand features of Oracle’s sales applications
● Create leads and convert them into opportunities
● Create opportunities and convert them into quotes
● Describe Campaign Flows, schedules and target groups
● Under geographic territories and named territories, set up in Territory Manager
● Explain the Basic Sales Flow
● Set up common components, such as Notes, Tasks and Calendars
● Describe the Lead to Order Process
● Create Customers and Contacts using Oracle trading Community Architecture model
● Create Employees and Users, Import Resources, and assign roles and responsibilities to users
● Understand implementation steps required to set up sales products
● Describe integration points between Oracle Sales and Oracle Marketing applications
● Understand Global Address formatting
● Understand Oracle Sales related personalization features available in OA Framework
● Create proposals for leads, opportunities or quotes