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