Enter Business Activity—Exercises

Basic Data Setup

Enter Customer

Purpose: The purpose of this exercise is to enter the customer records for which you want to enter activities.

Windows:

Customer

  1. Enter Damon Enterprises as customer with customer number YYY100.

General exercise for Customer

Enter Customer Contact

Purpose: The purpose of this exercise is to enter customer contacts for the business activity.

Windows:
Customer/Contact

General exercise for Customer/Contact.

Enter Activity Representative

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.

Enter Activity Type

Purpose: The purpose of this exercise is to enter activity type.

Windows:

CRM and SRM Basic Data/Activity Types

  1. Enter DEMO as the activity type ID and Demo as the description.

General exercise for Activity Types

Main Exercise

Purpose: The purpose of this lesson is to understand how to create a business activity.

Windows:

Business Activity

Enter 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.

  1. Enter a business activity for customer Damon Enterprises with a proper description. Set the Connection Type to Customer.
  2. Your company; IFS Racing USA will be prompt as default value.
  3. Define start date as next Monday and define the time as well.
  4. Define the end date/time as above described. 
  5. Select DEMO as the activity type.
  6. Select Damon Enterprises IT Manager as the main contact.
  7. Select a main representative.
  8. Save the activity header.