Let’s look at an example of how to start the CRM process in SAP Business One, Web client.
Jayson Butler is a sales manager at OEC Computers. He met a potential customer at a sales event today. The potential customer said that they are interested in purchasing a lot of laptops for their new employees. Jayson wants to assign this lead to his colleague, Sophie Klogg. To do this, he needs to create an activity in the Web client.
Activities allow him to schedule and manage diverse events such as phone calls, meetings, tasks, emails, notes or other interactions with customers, vendors, or leads. Activities can be associated with more than one user so that everyone stays informed about customer or potential customer interactions.
From the activity, Jayson can create a lead. There are two types of business partners used throughout the sales process: leads and customers.
Jayson will begin the process with the business partner master type: lead.
- A lead describes people and organizations in the sales pipeline – that is the potential customers.
- When making the first sale to a lead, the business partner type needs to be changed to "customer".
- A sales order can have either a lead or a customer assigned.
- Once a delivery is issued, the system requires a customer type record.
The following video shows how Jayson creates an activity for a new lead in SAP Business One, Web client.
When viewing the scheduled meeting, if the Reminder checkbox is selected, the selected users receive a notification for this activity in the Web client.
However, for these notifications to work, users must have their notifications turned on. To turn them on, follow these steps:
- In the Web client, choose your profile icon.
- From the drop-down menu, select Settings.
- Choose the Notifications tab.
- To change Show Activity Reminders to yes, choose the switch button.
- Choose Save.
