Activity Management
Activity
Appointments
Interaction Logs
Task
E-Mail
Working with Activities
Working with Activities - Example
Activities in the Calendar
Integration of CRM Calendar with Groupware Calendar
Mapping the CRM Calendar with Groupware Calendars
Mapping the CRM Calendar with a Groupware Calendar: Example
Microsoft Outlook Integration
Synchronization Settings
Post-Integration Workflow
Synchronization
Conflict Resolution During Synchronization
Lotus Notes Integration
Synchronization Settings
Post-Integration Workflow
Synchronization
Conflict Resolution During Synchronization
Integration of CRM Calendar with Microsoft Outlook
Activity Monitoring
Data Exchange for Activities: CRM Server and CRM Mobile Sales
Activity Processing
Partners in Activities
Texts in Activities
Addresses in Activities
Questionnaires in Activities
Assignment of Multiple Surveys to Transactions
Activity Journals
Template Type Creation
Template Creation
Mandatory Templates and Mandatory and Read-Only Template Fields
Industry-Specific Fields
Additional Fields
Shelf Management (CRM Mobile)
Signature Recording
Visit Planning
Generation of Activity Proposals
Due Visits (CRM Mobile)
Scheduling Activities for the Entire Scheduling Period
Scheduling Activities for the Entire Scheduling Period: Case 1
Scheduling Activities for the Entire Scheduling Period: Case 2
Scheduling Activities for the Entire Scheduling Period: Case 3
Scheduling Activities for the Entire Scheduling Period: Case 4
Scheduling Activities for the Entire Scheduling Period: Case 5
Scheduling Activities for the Entire Scheduling Period: Case 6
Scheduling Activities for the Entire Scheduling Period: Case 7
Scheduling Activities for the Entire Scheduling Period: Case 8
Object Relationships
Templates for Activities
Copying Business Transactions
Subsequent Assignment of Preceding Transactions