2 Add Products Insert the relevant products in the list, or delete products that are not used for the template. 3 Save Choose Back and choose Save. The activity journal has been created. Create Follow-Up Task for the Customer Visit Purpose The sales employee creates a task as a reminder to prepare a product presentation. Procedure Testing Testing Step Instruction User Entries: Expected Result Pass / Fail / Step # Name Field Name: Value Comment 1 Navigate to Navigate back to the appointment Activity screen is displayed. appointment Visit according to campaign via the breadcrumbs navigation (click the small arrow to the right of the Back button). 2 Create Follow Create a follow-up task for the Follow-up activity screen opens. activity. Choose More Follow-Up All partners and the description Task: BP Task. are copied to the new activity. 3 Add General Make the required entries. Description: Create Data Product Presentation Enter a time frame of some days. Due Date: <DATE> Check the date. Start Date: <DATE> Importance: Very High 4 Add References Make the required entries. Employee Responsible: for Task <SALES EMPL>
2 Add Products Insert the relevant products in the list, or delete products that are not used for the template. 3 Save Choose Back and choose Save. The activity journal has been created. Create Follow-Up Task for the Customer Visit Purpose The sales employee creates a task as a reminder to prepare a product presentation. Procedure Testing Step # Testing Step Name Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment 1 Navigate to appointment Navigate back to the appointment Visit according to campaign via the breadcrumbs navigation (click the small arrow to the right of the Back button). Activity screen is displayed. 2 Create Follow Create a follow-up task for the activity. Choose More Follow-Up Task: BP Task. Follow-up activity screen opens. All partners and the description are copied to the new activity. 3 Add General Data Make the required entries. Enter a time frame of some days. Check the date. Description: Create Product Presentation Due Date: <DATE> Start Date: <DATE> Importance: Very High 4 Add References for Task Make the required entries. Employee Responsible: <SALES EMPL>
C65_CRM703_BPD_EN_XX.docx