Sales: Account and Activity Management 1. Welcome to Tutorial 2. Tutorial Overview 3. Lesson Navigation 4. Launch Enterprise Portal 5. Logon User Name 6. Logon Password 7. Home Today 8. Account Mgmt Overview 9. Toggle View Business Partner 10. Address Data Business Partner 11. Personalize 12. Display / Hide Columns 13. Interaction History 14. Sales Order 15. Relationships 16. Contact Person 17. Communication Data 18. Send Mail to Contact Person 19. Mail 20. Mail Text 21. Send Mail 22. Further Relationships 1 23. Further Relationships 1 24. Further Relationships 3 25. Activities 26. Look Up Mail Sent 27. Create Activity 28. Description 29. Start Date 30. Select Start Date 31. Save 32. Add Further Data 33. Enter Start Time 34. Enter End Time 35. Select Activity Category 36. Sales Call 37. Activity Journal 38. Maintain Activity Journal 1 39. Maintain Activity Journal 2 40. Partners Involved 41. Territory Management 42. Close Window 43. Activities 44. Activities Overview 45. Tutorial Summary

Sales: Account and Activity Management

1. Welcome to the tutorial "Account and Activity Management" of mySAP CRM Sales.

It is part of a sequence of tutorials within the Learning Map mySAP CRM Solution Overview".

This case study tutorial also provides you with an exercise opportunity for Sales topics.

Enjoy the tutorial! Please press "Enter" to continue.

2. In this tutorial you will learn how to maintain business partners in the Account Management of the People-Centric UI of CRM, how to track interactions, how to store product-related data in activities and how Territory Management assists you in automatically determining the right employee.

3. The menu bar in the SAP Tutor application provides you with several options for proceeding through the tutorial.

You can use "Settings" to control how the presentation progresses. By pressing the "Play" button you can switch to "Demo" mode.

4. Log on to the Enterprise Portal which provides a new interface. The CRM applications are accessed from the portal roles running in the browser. Please press the "Logon" button.

5. Enter "Johnsonp" and press tab.

6. Enter the password "welcome" and hit "Enter".

7. Home Today

8. Account Mgmt Overview

9. Toggle View Business Partner

10. Address Data Business Partner

11. Personalize

12. Display / Hide Columns

13. Interaction History

14. Sales Order

15. Relationships

16. Contact Person

17. Communication Data

18. Send Mail to Contact Person

19. Mail

20. Mail Text

21. Send Mail

22. Further Relationships 1

23. Further Relationships 1

24. Further Relationships 3

25. Activities

26. Look Up Mail Sent

27. Create Activity

28. Description

29. Start Date

30. Select Start Date

31. Save

32. Add Further Data

33. Enter Start Time

34. Enter End Time

35. Select Activity Category

36. Sales Call

37. Activity Journal

38. Maintain Activity Journal 1

39. Maintain Activity Journal 2

40. Partners Involved

41. Territory Management

42. Close Window

43. Activities

44. Activities Overview

45. Tutorial Summary