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CRM Web ISI Business Solution Template Guide
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Introduction
CRM Base
Activity Management(CRM 11001)
Customer Base(CRM 70000010)
CRM Intelligence(CRM 1.4.7.400-QV-Analysen)
Customer Fact Sheet
Company - Hierarchy
Relationship Diagram for Company and Person
Reporting Currency
Task Management (CRM 70000020)
Timeline(CRM 2480000)
Trinity
Processes & Forms
Active/Inactive
Upgrading to template version 5
Visit Planning with map support
Marketing
Campaign Management(CRM #70000080)
Event Management(CRM #70000090)
Innovation Management(CRM #70000190)
Sales
Administration
Various
General Structure of Template Processes
Bing Maps Integration(CRM #70000130)
Cascading Style Sheets (CSS)
ConnectLive
Consolidated Settings Menu
Corporate Currency for Reports and Analysis
Changing Template Records
Change Signature & Change Working Hours
Deactivated Template Processes
Exchange Connector
Find-As-You-Type
JavaScript Callback Functions
Light User
LiveTiles
Phone
Queries and Analyses
ReUse Tab
Scura CLM
Template Station Right (Free Fields)
UX Goodies
Social Listener
Yammer
Sofon
New Tenant Number Fields
Search
Home
Marketing
Sales
Sales
Learn how to manage sales and service.
Hierarchical Item Master Tree for Generic Serial Entry
Learn how to display a hierarchical item master tree for generic serial entry.
Key-Account Management
Key-Account Management has been completely revised in this version and is now separated into the Key-Account Dashboard as a Startpage and the Key-Account Dashboard integrated in the FI-Tree.
Lead Management(CRM 70000800)
Lead Management has been completely revised in this version and is now a separate info area (A034).
Opportunity Management(CRM 60000020)
Learn how to forecast and process business opportunity.
Order Management
Learn how to manage sales order.
Offer Management(CRM 5050001)
Learn how to manage offers.
Sales Planning
Learn about the new sales planning process.
Property
Learn to manage property portfolio and run analysis.
Property Match-up
Learn about the property match-up portfolio.
Territory Management(CRM 70001000)
Learn about the info areas that has been customized for territory management.
Service
Learn about the customer service process in business solution template.
Marketing
Campaign Management(CRM #70000080)
Event Management(CRM #70000090)
Innovation Management(CRM #70000190)
Sales
Hierarchical Item Master Tree for Generic Serial Entry
Key-Account Management
Lead Management(CRM 70000800)
Opportunity Management(CRM 60000020)
Order Management
Offer Management(CRM 5050001)
Sales Planning
Property
Property Match-up
Territory Management(CRM 70001000)
Service