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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