The ERM is ICONIC uniquely designed software program that all Sales and Events Staff will use in their work.

There are many features and functions of the ERM.

 

SALES / EVENT TRAINING VIDEO about the ERM Adding a New Customer.

Training Video = ERM - How to Add a new Customer or Company

As part of this part of the training we also recommend you read the FAQ and KB about the ERM. You may have already view the manuals of the ERM from a previous training session. If this is the case, you do not need to view them again here to unless you are re-training or refreshing your understanding. To view the manuals for the ERM on Adding a new Customer, please click here.

We also recommend that you read as part of your training the following FAQs:

• Add a New Customer to an Existing Company
  
• Add a New Customer with a New Company
• Do we have to create a new account even if the customer asks to talk to someone else or do we need to create it after at least having single communication with the new person?
• How do I search for a customer on the Search / Lookup a customer?

 

After viewing and understanding this training session remember to acknowledge receipt of completion of the training by following the company procedure of How to acknowledge you have completed part of your training or state you have viewed or read a FAQ

The information contained in this trainng page, the entire FAQ and KB of the company server is copyright protected and can only be used while your employment, agreement or contract is valid and current with the company. It cannot be used for personal use or taken outside of ICONIC servers. If you have printed out the documents or information and you leave the company or are terminated from the company all materials are to be returned to the company within 24 hours.