Enter Business Activity Header

Explanation

Use this activity to register business activities for customers, suppliers and business leads. When you save the activity header, an activity number is automatically defined. However, you can manually enter an activity number before saving.

Note: The layout of the business activity header depends on the connection type.

Prerequisites

A representative must have been entered on the Business Representatives page.

System Effects

This activity has the following system effects:

• A business activity header is created.
• The representative connected to the current user is added as Main Representative for the activity.

Pages

Account CRM
Business Activity

Activity Diagrams

Manage CRM Account
Enter and Handle Business Activity
Enter and Handle Business Activity for Supplier