SAP CRM Cxp - UX2 - Graphical Sales Cycle Document Flow
This video shows the second package of the User Experience Optimization Services for SAP CRM: Sales Cycle Document Flow.
See how the User Experience Optimization Services for SAP CRM, supports by improving Efficiency, Effectiveness and End User Satisfaction.
This holistic approach empowers you to motivate employees, increase the acceptance of the software, reduce training and facilitate daily work.
If you are interested in further information on the packages, feel free to contact us: mailto:CRMexpress@sap.com
Or visit our SCN pages for more information: http://bit.ly/sapcrmux
Closed Caption:
welcome to this video of the user
experience optimization for SAP's
to service includes for pictures we will
concentrate on the state's I could work
flow in the CRM web UI me
ok from elite to show you the
document flow document flow is displayed
in them
on a sun block your talk conceded each
object
as displayed by in all box in a certain
color
we have two Peters few and we have two
functions few
with the front of you we directly
navigate to this opportunity
to to shoulder completed activities
which we can see
down here and we can
of course also edit opportunity dater
which we will too
right you to apply some changes on step
to Santa closing date
to color that we could see on those
boxes
is based on the closing date
and statues and by applying those
changes
the color wheel change automatically
this
color on s defined in customizing so you
could
define your own kinda on logic behind
that
and we can see that to color used to be
wrecked
before we apply to Austin Justin since
the closing date is no
not in the past anymore two colors
change to
yellow so we can know used functions
again to
know you get picked need two children
both parties we can see that it's
directly
navigated to do to Corey
some block we can use functions again to
create a follow-up
just follow up this reference since so
its again included and
document flow this case we create
opportunity
sets on values for
contact persons we can see that it's
included
in that document flow and its created
with her yellow color since image so
this gives you instant overview on your
for a lot of customizing possibilities
thank you for your interest
Video Length: 02:08
Uploaded By: SAP Hybris
View Count: 1,274