4 Add References Make the required entries. the account using the input help. The contact is automatically determined. If not, choose Enter. The system displays a list if more than one contact relationship exists for the entered account. Select one contact. This partner function Employee Responsible is determined automatically via the user ID of the logon user. Account: <ACCOUNT> Contact: <CONTACT> 5 Add Organizational Data Make the required entries. Note: In case of a system message to enter the Sales Office, open assignment block Sales Area Data to add the data manually. If a dialog box appears, select sales organization BP_SO_CENTER. If a dialog box appears, select Distribution Channel 10 / Division 10. Organizational Data Sales Organization: BP_SO_CENTER Distribution Channel: <10> Division: <10> 6 Add Notes Make the required entries. Enter a short note to provide all necessary internal information. Notes: Customer is interested in product. A customer visit is scheduled.
7 Check Attendees the entries in assignment block Attendees. This partner function is determined from the relationship to the account or from the logon user. It is possible to change the partner. Sales Representative Employee Responsible 8 Save Choose Save. Activity (BP Interaction Log) is saved. No error messages appear. 9 Create Follow-up Activity Create a follow-up visit for the saved activity. Choose More Follow Up and then Appointment: BP Appointment All partner data and the description are copied to the new activity. If a dialog box appears, select the respective contact person. Follow-up activity screen (BP Visit with Prod.) opens. All partners and the description are copied to the new activity. The previous activity is referenced. 10 Add General Data Make the required entries. Check the date and time. They are determined automatically and scheduled with the current date/time. Change as required. Description: Visit according to campaign Location: <…> (Any location) Start Date/Time: <DATE> <TIME> End Date/Time: <DATE> <TIME> + 10 min 11 Save Choose Save and Back. The incoming call from the customer was saved in the system. This is the beginning of the sales process. A customer appointment is scheduled.
2 Add Products Insert the relevant products in the list, or delete products that are not used for the template. 3 Save Choose Back and choose Save. The activity journal has been created. Create Follow-Up Task for the Customer Visit Purpose The sales employee creates a task as a reminder to prepare a product presentation. Procedure Testing Step # Testing Step Name Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment 1 Navigate to appointment Navigate back to the appointment Visit according to campaign via the breadcrumbs navigation (click the small arrow to the right of the Back button). Activity screen is displayed. 2 Create Follow Create a follow-up task for the activity. Choose More Follow-Up Task: BP Task. Follow-up activity screen opens. All partners and the description are copied to the new activity. 3 Add General Data Make the required entries. Enter a time frame of some days. Check the date. Description: Create Product Presentation Due Date: <DATE> Start Date: <DATE> Importance: Very High 4 Add References for Task Make the required entries. Employee Responsible: <SALES EMPL>
This partner function is copied from the preceding document. If another employee is responsible for the task, you may enter his name. 5 Add Notes for Task Enter a note. Notes: As discussed with customer 6 Save Choose Save and Back. You can define more follow-up tasks that are necessary for the visit. Follow-up Activity (BP Task) is No error messages appear. System jumps back to the initial Activity screen.
5 Add Notes Enter a short note to provide all necessary internal information. Customer visit was successful. The customer wants detailed information on the product. 6 Save Choose Save and Back to navigate back to the BP Visit with Prod.: Visit according to campaign. Activity screen is displayed. 7 Create Follow up Create a follow-up task. Choose More Follow-Up Task: BP Task. Follow-up screen (BP Task) 8 Add General Data Make the required entries. a time frame of some days. Check the date. Description: Product Management Information Due Date: <DATE> Start Date: <DATE> Importance: High 9 Add Notes Enter a short note. Call Product Management 10 Save Choose Save and Back. A task was created to clarify open issues with product management. Create Outgoing Call to Customer and Follow-Up Opportunity Purpose The sales employee calls the customer to provide the required information for decision making. Procedure Testing Step # Testing Step Name Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment 1 Check Tasks Access the activity choosing the following navigation option: Home Home page appears.