✕
Close
Web LSI/CG Business Solutions Template Guide
Home
Using this help
Notices
Documentation PDFs
Support
CRM base
Customer Base (CRM #70000010)
Customer Profile (CRM #70000070)
Relationship Management (CRM #50001400)
Tasks (A1) (CRM #1500?)
Activity and Time Management Activities (CRM #11001)
Occupation Management Process
Marketing
Campaign Management (CRM #70000080)
Event Management (CRM #70000090)
Sales
Administration
Reporting
KPI Report
Organigram
Sunshine Act (1.4.7.402)
Questionnaire & Survey
Utility functions
Various
Cascading Style Sheets (CSS)
Search Forms
Filter buttons
KP reconstruction
Filter trees
Win variables in conditions
Light User
Phone
Exchange Connector
ConnectLive
Configuration (MC)
Hook functions
Quick Add / Serial Entry configuration
Yammer
CRM.pad
OneKey Interface
LSI-Template Solution
OneKey Interface
Search
Home
Marketing
Sales
Sales
Learn how to manage inventory, order and over the counter sales.
Inventory Management (CRM # 70004000)
Learn to manage stocks.
Order Management
Learn how to manage sample orders and sales orders from inventory to delivery.
Call Documentation
The call documentation is a major process in LSI as well as CG. Its goal is to capture all information gathered during a visit at the customer site.
OTC Business (CRM # 6007000)
Learn how to monitor point-of-sale in over the counter business.
Key Account Management Overview
In the FI TreeView you can find a new overview page.
Sales Cycle Management (#1.2.403)
Learn to plan, execute and analyze sales cycle.
Marketing
Campaign Management (CRM #70000080)
Event Management (CRM #70000090)
Sales
Inventory Management (CRM # 70004000)
Order Management
Call Documentation
OTC Business (CRM # 6007000)
Key Account Management Overview
Sales Cycle Management (#1.2.403)