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SAP FI GUIDELINE 4
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Sales: Account and Activity Management 1. Welcome to Tutorial 2. Tutorial Overview 3. Lesson Navigation 4. Launch Enterprise Portal 5. Logon User Name 6. Logon Password 7. Home Today 8. Account Mgmt Overview 9. Toggle View Business Partner 10. Address Data Business Partner 11. Personalize 12. Display / Hide Columns 13. Interaction History 14. Sales Order 15. Relationships 16. Contact Person 17. Communication Data 18. Send Mail to Contact Person 19. Mail 20. Mail Text 21. Send Mail 22. Further Relationships 1 23. Further Relationships 1 24. Further Relationships 3 25. Activities 26. Look Up Mail Sent 27. Create Activity 28. Description 29. Start Date 30. Select Start Date 31. Save 32. Add Further Data 33. Enter Start Time 34. Enter End Time 35. Select Activity Category 36. Sales Call 37. Activity Journal 38. Maintain Activity Journal 1 39. Maintain Activity Journal 2 40. Partners Involved 41. Territory Management 42. Close Window 43. Activities 44. Activities Overview 45. Tutorial Summary
Sales: Account and Activity Management
1. Welcome to the tutorial "Account and Activity Management" of mySAP CRM Sales.
It is part of a sequence of tutorials within the Learning Map mySAP CRM Solution Overview".
This case study tutorial also provides you with an exercise opportunity for Sales topics.
Enjoy the tutorial! Please press "Enter" to continue.
2. In this tutorial you will learn how to maintain business partners in the Account Management of the People-Centric UI of CRM, how to track interactions, how to store product-related data in activities and how Territory Management assists you in automatically determining the right employee.
3. The menu bar in the SAP Tutor application provides you with several options for proceeding through the tutorial.
You can use "Settings" to control how the presentation progresses. By pressing the "Play" button you can switch to "Demo" mode.
4. Log on to the Enterprise Portal which provides a new interface. The CRM applications are accessed from the portal roles running in the browser. Please press the "Logon" button.
5. Enter "Johnsonp" and press tab.
6. Enter the password "welcome" and hit "Enter".
7. Home Today
8. Account Mgmt Overview
9. Toggle View Business Partner
10. Address Data Business Partner
11. Personalize
12. Display / Hide Columns
13. Interaction History
14. Sales Order
15. Relationships
16. Contact Person
17. Communication Data
18. Send Mail to Contact Person
19. Mail
20. Mail Text
21. Send Mail
22. Further Relationships 1
23. Further Relationships 1
24. Further Relationships 3
25. Activities
26. Look Up Mail Sent
27. Create Activity
28. Description
29. Start Date
30. Select Start Date
31. Save
32. Add Further Data
33. Enter Start Time
34. Enter End Time
35. Select Activity Category
36. Sales Call
37. Activity Journal
38. Maintain Activity Journal 1
39. Maintain Activity Journal 2
40. Partners Involved
41. Territory Management
42. Close Window
43. Activities
44. Activities Overview
45. Tutorial Summary