5 Add Notes Enter a short note to provide all Customer visit was successful. The customer necessary internal information. wants detailed information on the product. 6 Save Choose Save and Back to Activity screen is displayed. navigate back to the BP Visit with Prod.: Visit according to campaign. 7 Create Follow up Create a follow-up task. Choose Follow-up screen (BP Task) More Follow-Up Task: BP Task. 8 Add General Make the required entries. Description: Product Management Information Data a time frame of some days. Due Date: <DATE> Check the date. Start Date: <DATE> Importance: High 9 Add Notes Enter a short note. Call Product Management 10 Save A task was created to clarify open Choose Save and Back. issues with product management. Create Outgoing Call to Customer and Follow-Up Opportunity Purpose The sales employee calls the customer to provide the required information for decision making. Procedure Testing Testing Step Instruction User Entries: Expected Result Pass / Fail / Step # Name Field Name: Value Comment 1 Check Tasks Access the activity choosing the Home page appears. following navigation option: Home
5 Add Notes Enter a short note to provide all necessary internal information. Customer visit was successful. The customer wants detailed information on the product. 6 Save Choose Save and Back to navigate back to the BP Visit with Prod.: Visit according to campaign. Activity screen is displayed. 7 Create Follow up Create a follow-up task. Choose More Follow-Up Task: BP Task. Follow-up screen (BP Task) 8 Add General Data Make the required entries. a time frame of some days. Check the date. Description: Product Management Information Due Date: <DATE> Start Date: <DATE> Importance: High 9 Add Notes Enter a short note. Call Product Management 10 Save Choose Save and Back. A task was created to clarify open issues with product management. Create Outgoing Call to Customer and Follow-Up Opportunity Purpose The sales employee calls the customer to provide the required information for decision making. Procedure Testing Step # Testing Step Name Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment 1 Check Tasks Access the activity choosing the following navigation option: Home Home page appears.
C65_CRM703_BPD_EN_XX.docx