CRM

Partner register CRM

The CRM register bundles the next sensible step: What is the opportunity, who cares and when does action need to be taken again? Entries can be recorded directly in the respective partner. The CRM entries of all partners can be found in Desktop CRM.

CRM header data

• Add to CRM: Creates the CRM extension for the partner.
• Resubmission: Date for the next contact or test step.
• Status: Current CRM processing status.
• Subject: Short, concrete description of the opportunity or task.
• Phone 1 / Email / Homepage: Quick access to partner communication data.
• Contact person: Person to whom the CRM activity is associated; Telephone and email are displayed for checking.
• CRM group: Assigns the process to a business CRM group (see CRM > Settings > CRM Groups).
• Employees: Internal responsible person.
• Active/Favorite: Controls usability and prominence.
• Opportunity: Evaluation value or scope of the sales opportunity.
• Completion probability %: Assessment of how likely a successful outcome is.
• Description: Formatted notes about the situation, needs and next steps.

Activities list

• Creation date: Time of capture.
• Type: Type of activity, such as a call, appointment or task (see CRM > Settings > CRM Activity Type).
• Subject: Short description of the activity.
• Contact person: Assigned contact person.
• Created by: User who created the activity.

Work safely

Formulate a clear subject, assign responsibility and follow-up, and document every significant customer interaction as an activity.

Further information / source

Related topics

1. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Address
2. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Options
3. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Customer details
4. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Supplier details

Frequently asked questions