There is a transaction for activities in the Business Partner menu, but they can also be created inside marketing documents, sales opportunities, and even business partner master data. You can create activities many places within SAP Business One. For example, you record a phone call and set a follow-up reminder to call again. Basically everything you do with a customer can be documented in an activity, even e-mails.Īctivities are used throughout the sales cycle to manage customer contacts as well as for internal business purposes, such as managing tasks.Īctivities can not only report what you have done with a given contact, but what you plan to do. We will take a look at how each of these documents can be used to support your customer relationship management.Īctivities allow you to schedule and manage diverse events such as phone calls, meetings, tasks, notes or other interactions with customers. This topic introduces four new documents for customer relationship management: the activity, the campaign, the sales opportunity and the sales quotation. Sales team members use activities to manage their day-to-day responsibilities Your company wants to use pre-sales documents to track the sales pipeline and follow up on customer contacts. Imagine that your company’s top goals are to increase sales and customer satisfaction. In this topic we will explore the options available for customer relationship management in SAP Business One. Welcome to the topic on customer relationship management in SAP Business One.
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