Sales Assistant 
The sales assistant leads sales employees through a structured sales process, and supports him in planning his sales activities, without restricting his freedom. The sales assistant provides the sales employee with a checklist of recommended activities and tasks that he should execute during this phase. This feature is also available in CRM Mobile.
You can adapt the sales assistant to suit the specific sales processes of your enterprise. If you work with different sales cycles, you can define different activity guidelines for each in the system. For example, you can define one activity guideline for business with existing customers and another for business with new customers.
Integration
The activity plan is closely linked to CRM Activity Management. All activities and tasks from the personal activity plan (for example, sales calls, phone calls, e-mails and conversations) can be referred to and processed at any time in SAP CRM. Partner data (for example, customer, customer contact person and the responsible employee) or texts and notes are automatically copied from the opportunity into the activity of task. This saves time and makes all the sales activities for the opportunity transparent and comprehensible.
Prerequisites
The Sales Assistant is displayed only if you have made the required settings in Customizing.
The recommended activities for each phase are defined as actions
in Customizing. Define an action profile in Customizing, and assign the required
activities and actions to it. Then, assign the action profile to the corresponding
transaction type. Further information on this is available in Customizing
for CRM by choosing 
Customer
Relationship Management 
Transactions
Settings for Opportunities Sales
Methodology Sales Assistant
.
Information on actions is available under mySAP
Customer Relationship Management Components
and Functions Basic Functions
Actions in CRM Enterprise .
An action profile with activities and tasks is delivered for the sales assistant in the standard configuration.
Functional Scope
You can display the recommended activities and tasks for each phase, and copy them to your personal activity plan for the relevant sales project. You can enhance your activity plan with your own activities at any time.
For each activity, you can refer to tips or background information based on best selling practices. For example, a tip for an “initial prospect visit” could contain key questions to ask and topics to mention during the visit.
In the activity plan, you can specify by what date an activity should be executed, who is responsible for it, and whether an activity is already completed. If an activity is overdue or not yet completed, SAP CRM automatically displays an icon as a reminder.
You can use a selection box to restrict the display of recommended activities for a specific phase. The default value is the current phase in the opportunity.
All the activities that you have defined in Customizing for the individual phases are displayed as recommended activities. Each line contains a recommended activity.
The following data is taken from the opportunity:
Partner (for example, employee responsible from the activity plan)
Comment (description of activity)
Texts (for example, note, if text determination has been set up accordingly)
Date (completed by) from sales assistant as a proposal for the actual/planned date of the activity
Reason for activity (reason for activity: opportunity)
If an activity is generated from the sales assistant and copied into the activity plan, this activity is linked with the opportunity, that is, the document flow is updated.
Activities
The Sales Assistant option is in the opportunity overview page. You can generate required activities here. These are then copied automatically to the Planned Activities assignment block. The activity is also linked with the opportunity here, that is, the document flow is updated.