CRM and SRM Basic Data/Representative Group

[To Relationship Management

Usage

Use this tab to enter representative groups. Representatives are the persons who work for the organization and are responsible for different steps of the sales process. Representatives are used to create representative groups. You can create more than one representative group and enter descriptions for each of them. A single representative group may comprise of one or more representatives. On business objects representative group is used to add representatives.

It is possible to set prefixes for the representative group. Prefix is used in number/ID generation based on the main representative. Prefixes can be set for business opportunity, business activity, marketing campaign and business lead. A prefix can be of maximum two characters.

Activity Diagrams

BDR for CRM Basic Data
BDR for SRM Basic Data

Activities

Enter Representative Group