If necessary, also select Service Organization for the respective service organization (depending on the scope of your solution). 5 Add If a dialog box for Attributes of Organizational Sales Organization appears, Attributes choose 10 Direct Sales 10 Product Division 10. 6 In the assignment Check Details Lead Details Main Contact: block, check for the required data. <CONTACT PERSON> (automatically determined) Employee Responsible: <EMPLOYEE RESPONSIBLE> (automatically determined) Start Date: <today> End Date: <today + 1 month> Notes: <any additional information about the customer contact> 7 Save Choose Save. The system saves the Lead and assigns a unique number. 8 In the assignment block, <PRODUCT> Assign Products Products Product: choose Edit List to add the Quantity: a quantity required details. 9 Add Partner In the Parties Involved assignment Partner Function: choose Edit List to add the Representative Name: Mr. Michael Curtis
If necessary, also select Service Organization for the respective service organization (depending on the scope of your solution). 5 Add Organizational Attributes If a dialog box for Attributes of Sales Organization appears, choose 10 Direct Sales 10 Product Division 10. 6 Check Details In the Lead Details assignment block, check for the required data. Main Contact: <CONTACT PERSON> (automatically determined) Employee Responsible: <EMPLOYEE RESPONSIBLE> (automatically determined) Start Date: <today> End Date: <today + 1 month> Notes: <any additional information about the customer contact> 7 Save Choose Save. The system saves the Lead and assigns a unique number. 8 Assign Products In the Products assignment block, choose Edit List to add the required details. Product: <PRODUCT> Quantity: a quantity 9 Add Partner In the Parties Involved assignment choose Edit List to add the Partner Function: Representative Name: Mr. Michael Curtis
C30_CRM703_BPD_EN_XX.docx