66 ccount and ontact Process iagram P3 for SP RM 7.0
66 ccount and ontact (1/2) Sales mployee SP RM Sales Manager reate a Task con Legend con Name RM Weblient U: ctivities reate Task P Task, usiness Role: YP_SLS_MN heck Task reate new ccount reate new ontact omplete Task reate Task for ccount reate Outgoing all RM Weblient U: ome, usiness Role: YP_SLS_MPL RM Weblient U: ccount reate: orporate ccount ccounts Select ccount RM Weblient U: ome ccounts Select ccount Planned ctivities: New: nteraction Log: P nteraction Log ccounts Merge, usiness Role: YP_SLS_MN ccount ierarchies, usiness Role: YP_SLS_MPL P act Sheet Next page 2014 SP S. ll rights reserved. ustomer 2
66 ccount and ontact (2/2) Sales mployee SP RM Sales Manager con Legend con Name Previous page RM Weblient U: ctivities reate Task P Task, usiness Role: YP_SLS_MN hange ccount RM Weblient U: ome, usiness Role: YP_SLS_MPL hange ontact RM Weblient U: ccount reate: orporate ccount dding avorites and Tags ccounts Select ccount RM Weblient U: ome dd uying enter ssign ccount to ierarchy Merge ccounts ccounts Select ccount Planned ctivities: New: nteraction Log: P nteraction Log ccounts Merge, usiness Role: YP_SLS_MN (M44) SP ustomer inancial act Sheet for ipad View ccount act Sheet ccount ierarchies, usiness Role: YP_SLS_MPL P act Sheet (30) Lead (64) ntegrated RP Order and Quotation (63) Opportunity 2014 SP S. ll rights reserved. ustomer 3
ntegration with Other SP est Practices Processes and Scope tems 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. 2014 SP S. ll rights reserved. ustomer 4
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