Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 1

SAP CRM – Sales Basic Functions

SAP CRM

Sales Basic functions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 2

SAP CRM – Sales Basic Functions

1. Sales Cycle and close loop

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 3

SAP CRM – Sales Basic Functions

2. Business Transactions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 4

SAP CRM – Sales Basic Functions

3. Concept and benefits

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 5

SAP CRM – Sales Basic Functions

4. Basic Functions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 6

SAP CRM – Sales Basic Functions

5. Customizing Header

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 7

SAP CRM – Sales Basic Functions

6. Customizing Item

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 8

SAP CRM – Sales Basic Functions

7. Customizing Item Category determination

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 9

SAP CRM – Sales Basic Functions

8. Customizing Channels

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 10

SAP CRM – Sales Basic Functions

9. Business Transactions - Basic Functions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 11

SAP CRM – Sales Basic Functions

10. Copy

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 12

SAP CRM – Sales Basic Functions

11. Copying Control

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 13

SAP CRM – Sales Basic Functions

12. Transactions history - Header

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 14

SAP CRM – Sales Basic Functions

13. Transactions history - Item

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 15

SAP CRM – Sales Basic Functions

14. Organizational Management

15. Organizational Data Trasactions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 16

SAP CRM – Sales Basic Functions

16. Organizational Management System

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 17

SAP CRM – Sales Basic Functions

17. Partner Processing

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 18

SAP CRM – Sales Basic Functions

18. Parties Involved in Trasactions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 19

SAP CRM – Sales Basic Functions

19. Partner determination Procedure

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 20

SAP CRM – Sales Basic Functions

20. Territory Management

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 21

SAP CRM – Sales Basic Functions

21. Territory determination in Trasactions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 22

SAP CRM – Sales Basic Functions

22. Text Management

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 23

SAP CRM – Sales Basic Functions

23. Notes in transactions - Items and Headers

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 24

SAP CRM – Sales Basic Functions

24. Text Determination Procedure

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 25

SAP CRM – Sales Basic Functions

25. Content Management (Attachments)

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 26

SAP CRM – Sales Basic Functions

26. Content Management (Attachments)

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 27

SAP CRM – Sales Basic Functions

27. Status Management

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 28

SAP CRM – Sales Basic Functions

28. Status

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 29

SAP CRM – Sales Basic Functions

29. Status Profile

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 30

SAP CRM – Sales Basic Functions

30. Date Management

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 31

SAP CRM – Sales Basic Functions

31. Date in business transactions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 32

SAP CRM – Sales Basic Functions

32. Date Profile

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 33

SAP CRM – Sales Basic Functions

33. Actions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 34

SAP CRM – Sales Basic Functions

34. Processing Actions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 35

SAP CRM – Sales Basic Functions

35. Processing Actions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 36

SAP CRM – Sales Basic Functions

36. Actions in business transactions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 37

SAP CRM – Sales Basic Functions

37. Action Profile

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 38

SAP CRM – Sales Basic Functions

38. Output - Print

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 39

SAP CRM – Sales Basic Functions

39. Print

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 40

SAP CRM – Sales Basic Functions

40. Pricing in SAP CRM

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 41

SAP CRM – Sales Basic Functions

41. Pricing in Transactions

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 42

SAP CRM – Sales Basic Functions

42. Incompleteness check

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 43

SAP CRM – Sales Basic Functions

43. Incompleteness customizing

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 44

SAP CRM – Sales Basic Functions

44. Change History

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 45

SAP CRM – Sales Basic Functions

45. Change History

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 46

SAP CRM – Sales Basic Functions

46. Archiving

Author: Douglas Bernardini

Issue: SAP/CRM - SALES Basic functions – Contact: www.douglasbernardini.com - douglas.bernardini@gmail.com 47

SAP CRM – Sales Basic Functions

Author: Douglas Bernardini

douglas.bernardini@gmail.com