Use this window to enter the basic data for relationship management in the CRM and SRM components. The information is used throughout the components.
For the description of each tab in the window, follow the appropriate link: Representative, Representative Roles, Representative Group, Activity Types, Activity Priority, Time Zone per User, Departments, Default Values, Opportunity Probability, Process Template, Sales Process, Default Process, Choosing Default Process
BDR for CRM Basic Data
BDR for SRM Basic Data
Enter Representative Roles
Enter Representative
Enter Representative Group
Enter Activity Type
Enter Activity Priority
Define Time Zone per User
Enter Departments
Enter Default Values
Enter
Opportunity Probability
Create Process Template
Create
Sales Process
Enter
Default Opportunity Process