Purpose: The purpose of this exercise is to enter the customer records for which you want to enter activities.
Windows:
Customer
General exercise for Customer
Purpose: The purpose of this exercise is to enter customer contacts for the business activity.
Windows:
Customer/Contact
General exercise for Customer/Contact.
Purpose: The purpose of this exercise is to set up representatives for a business activity.
Windows:
CRM and SRM Basic Data/Representatives
General exercise for Representatives.
Purpose: The purpose of this exercise is to enter activity type.
Windows:
CRM and SRM Basic Data/Activity Types
General exercise for Activity Types
Purpose: The purpose of this lesson is to understand how to create a business activity.
Windows:
Business Activity
A sales person of your company, IFS Racing USA has visited Damon Enterprises and has been able to convince the IT Manager to evaluate one of your company solutions. He has taken an appointment for a product demo. The demo will be on next Monday. The appointment time will be two hours, from 2.00 pm to 4.00pm. The customer contact person will be the IT Manager and your sales person will be the main representative.