C65 Activity Management. Process Diagram. EHP3 for SAP CRM 7.0

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1 65 ctivity Management Process iagram P3 for SP RM 7.0

2 65 ctivity Management (/2) ustomer Sales mployee SP RM Sales Manager Icon Legend Icon Name ustomer calls RM Weblient UI: usiness Role: YP_SLS_MPL ctivities reate: Interaction : P Interaction More ollow Up: ppointment: P Visit with Prod. reate Incoming all and ollow-up Visit Prepare ustomer Visit dd ctivity Journal reate ollow-up Task RM Weblient UI: ccount Management Search: ccounts RM Weblient UI: ctivities More ollow-up: Task RM Weblient UI: ome My Open Tasks RM Weblient UI: ome My Open Tasks More Send -Mail More ollow-up: Task: P Task omplete Task RM Weblient UI: ome ctivities Search: ctivities More ollow-up P Opportunity Next page -Mail 204 SP S. ll rights reserved. ustomer 2

3 65 ctivity Management (2/2) ustomer Sales mployee SP RM Sales Manager Icon Legend Icon Name Previous page RM Weblient UI: usiness Role: YP_SLS_MPL ctivities reate: Interaction : P Interaction More ollow Up: ppointment: P Visit with Prod. Send -Mail to ustomer RM Weblient UI: ccount Management Search: ccounts ustomer receives - Mail dd Visit etails RM Weblient UI: ctivities More ollow-up: Task ustomer receives all reate Outgoing all and Opportunity Monitor ctivities * RM Weblient UI: ome My Open Tasks More Send -Mail (63) Opportunity Management More ollow-up: Task: P Task RM Weblient UI: ome ctivities Search: ctivities More ollow-up P Opportunity -Mail * Requires implementation of scope item RM Interactive Reporting (R2) 204 SP S. ll rights reserved. ustomer 3

4 Integration with Other SP est Practices Processes and Scope Items The process diagram might contain links to preceding, succeeding, or other related SP est Practices processes or scope items. Note that these scope items may or may not be part of the solution package. Refer to the Prerequisites Matrix for the definition which scope items are part of the solution package. 204 SP S. ll rights reserved. ustomer 4

5 204 SP S or an SP affiliate company. ll rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SP S. The information contained herein may be changed without prior notice. SP and other SP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SP S (or an SP affiliate company) in ermany and other countries. Please see for additional trademark information and notices. Some software products marketed by SP S and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SP S or an SP affiliate company for informational purposes only, without representation or warranty of any kind, and SP S or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SP S or SP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SP S or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SP S s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SP S or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. ll forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. 204 SP S or an SP affiliate company. ll rights reserved. 8

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