Topics & Timestamps | Video Summary

• Where to find CRM functionality in SAP Business One
  
  • SAP Business One 9.3
  • Previous versions
• Business Partner Master Data (2:27)
  • Customers, Prospects, and Suppliers
  • Accounting and payment information (4:13)
  • Block sending marketing content and GDPR (4:52)
  • Contacts (6:06)
  • Additional functionality (8:10)
• Activities (8:28)
  • Create a new activity
  • Assign to user/employee
  • Recording a new activity
    • Set a reminder for activities scheduled in advance
  • Follow-up Activities
  • Other Details
    • Related Activities
  • Linked Document (15:05)
  • Attachments
• User Defined Fields (18:40)
• Opportunities (19:45)
  • Create an opportunity
  • General tab
    • Weighted forecasts
    • Interest ranges
    • Channels and Projects
  • Stages
  • Partners
  • Competitors
  • Summary
• CRM Reports (27:20)
• Campaigns (28:20)
  • Create a Campaign
  • Campaign Generation Wizard