Скачать или смотреть PROJECT MANAGEMENT DATABASE SYSTEM (PMDS) - TRAINING LEVEL 3: Setting Up The Customer Profile. Pt-5C

PROJECT MANAGEMENT DATABASE SYSTEM (PMDS) - TRAINING LEVEL 3: Setting Up The Customer Profile. Pt. 5C

Note: If you have problems with the focus go to "Setting-Quality-[Select the next range of focus].

This part of the training is to allow you to create and (IDEA) how to initiate a customer profile for analysis.

We are continuing these sessions so that you can begin monitoring your customers need to utilize your business services. By going through the approval processes and then initiating the new customer profile budget it will make the customer record easier to be analyzed.

In this continuation session of Setting Up The Customer Profile. Pt. 5C, we will be Determining the new User record to be locked. While this session is being constructed as a tool for all my viewers, we reccommend you to research your record links before commiting the record and UPDATING your database to be your project work.

In this part of the training session we will be locking the record so that administrative actions can be completed by the Account Manager.

Verifying the Customer Profile.
Verifying the Customer Account Financial Position.
1. Validating Banking and Funding information.
2. Point of Contacts.
3. Project Processes and Needs.
4. Timeline.

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