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
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