1 Log on Log on to the CRM WebClient as The Home page appears. employee. 2 Cretae New In the navigation bar, choose The BP Opportunity: New Opportunity Sales Cycle Create overview page appears. → → Opportunity The system has set the following data: If a dialog box appears, choose BP Opportunity. Date (Today) (Open) Status Opportunity Group (New Customers). 3 Add Description In the BP Opportunity: New work Description: Opportunity You have entered a description and Prospect area, make the required entries for product <PRODUCT> and a prospect. and press Enter. Prospect: Business Partner Number for If a dialog box for organizational <PROSPECT>, for data appears, choose Sales example, 100000 Organization BP_SO_CENTER. If a dialog box for sales area data appears, choose the combination Distribution Channel 10 and Division 10. 4 Select Contact Select one contact person from You can select a contact person. Person the proposed contact persons, and The contact persons are derived click Choose. from the business partner master data. If no contact person exists in the system, go to step 5. 5 Confirm The Employee Responsible is In the Parties Involved Employee initially filled with the business assignment block, the Employee Responsible partner assigned to your user. Responsible is filled as the User Change the entry if needed. and the Sales Representative is automatically filled according to
1 Log on Log on to the CRM WebClient as employee. The Home page appears. 2 Cretae New Opportunity In the navigation bar, choose Sales Cycle → Create → Opportunity If a dialog box appears, choose BP Opportunity. The BP Opportunity: New overview page appears. The system has set the following data: Date (Today) Status (Open) Opportunity Group (New Customers). 3 Add Description and Prospect In the BP Opportunity: New work area, make the required entries and press Enter. If a dialog box for organizational data appears, choose Sales Organization BP_SO_CENTER. If a dialog box for sales area data appears, choose the combination Distribution Channel 10 and Division 10. Description: Opportunity for product <PRODUCT> Prospect: Business Partner Number for <PROSPECT>, for example, 100000 You have entered a description and a prospect. 4 Select Contact Person Select one contact person from the proposed contact persons, and click Choose. You can select a contact person. The contact persons are derived from the business partner master data. If no contact person exists in the system, go to step 5. 5 Confirm Employee Responsible The Employee Responsible is initially filled with the business partner assigned to your user. Change the entry if needed. In the Parties Involved assignment block, the Employee Responsible is filled as the User and the Sales Representative is automatically filled according to
C63_CRM703_BPD_EN_XX.docx