7 Check Attendees the entries in assignment Sales Representative block Attendees. Employee Responsible This partner function is determined from the relationship to the account or from the logon user. It is possible to change the partner. 8 Save Choose Save. Activity (BP Interaction Log) is saved. No error messages appear. 9 Create Follow-up Create a follow-up visit for the Follow-up activity screen (BP Visit Activity saved activity. Choose More with Prod.) opens. and then Follow Up Appointment: All partners and the description BP Appointment are copied to the new activity. All partner data and the The previous activity is description are copied to the new referenced. activity. If a dialog box appears, select the respective contact person. 10 Add General Make the required entries. Description: Visit Data according to campaign Check the date and time. They are Location: <…> (Any determined automatically and location) scheduled with the current date/time. Change as required. Start Date/Time: <DATE> <TIME> End Date/Time: <DATE> <TIME> + 10 min 11 Save The incoming call from the Choose Save and Back. customer was saved in the system. This is the beginning of the sales process. A customer appointment is scheduled.
7 Check Attendees the entries in assignment block Attendees. This partner function is determined from the relationship to the account or from the logon user. It is possible to change the partner. Sales Representative Employee Responsible 8 Save Choose Save. Activity (BP Interaction Log) is saved. No error messages appear. 9 Create Follow-up Activity Create a follow-up visit for the saved activity. Choose More Follow Up and then Appointment: BP Appointment All partner data and the description are copied to the new activity. If a dialog box appears, select the respective contact person. Follow-up activity screen (BP Visit with Prod.) opens. All partners and the description are copied to the new activity. The previous activity is referenced. 10 Add General Data Make the required entries. Check the date and time. They are determined automatically and scheduled with the current date/time. Change as required. Description: Visit according to campaign Location: <…> (Any location) Start Date/Time: <DATE> <TIME> End Date/Time: <DATE> <TIME> + 10 min 11 Save Choose Save and Back. The incoming call from the customer was saved in the system. This is the beginning of the sales process. A customer appointment is scheduled.
C65_CRM703_BPD_EN_XX.docx