C66 – Account and Contact Management
Process Diagram
EHP3 for SAP CRM 7.0
C66 – Account and Contact Management (1/2)
SAP CRM
Sales Employee
Sales Manager
Icon
A
Create a Task
B
Icon Legend
A
CRM WebClient UI: Activities  Create  Task  BP
Task, Business Role: YBP_SLS_MAN
B
CRM WebClient UI: Home, Business Role:
YBP_SLS_EMPL
C
CRM WebClient UI: Account Management  Create:
Corporate Account
D
CRM WebClient UI: Account Management  Search:
Accounts  Select Account
E
CRM WebClient UI: Home
F
CRM WebClient UI: Account Management  Search:
Accounts  Select Account  Planned Activities:
New: Interaction Log: BP Interaction Log
G
CRM WebClient UI: Account Management  Search:
Accounts  Merge, Business Role: YBP_SLS_MAN
H
CRM WebClient UI: Account Management  Search:
Account Hierarchies , Business Role: YBP_SLS_EMPL
I
PDF Fact Sheet
Check Task
C
Create new Account
D
Name
Create new Contact
E
Complete Task
D
Create Task for
Account
F
Create Outgoing Call
Next page
© 2014 SAP SE. All rights reserved.
Customer
2
C66 – Account and Contact Management (2/2)
SAP CRM
Icon Legend
Sales Employee
Sales Manager
Icon
Name
A
CRM WebClient UI: Activities  Create  Task  BP
Task, Business Role: YBP_SLS_MAN
B
CRM WebClient UI: Home, Business Role:
YBP_SLS_EMPL
C
CRM WebClient UI: Account Management  Create:
Corporate Account
D
CRM WebClient UI: Account Management  Search:
Accounts  Select Account
Adding Favorites and
Tags
E
CRM WebClient UI: Home
Add Buying Center
F
CRM WebClient UI: Account Management  Search:
Accounts  Select Account  Planned Activities:
New: Interaction Log: BP Interaction Log
G
CRM WebClient UI: Account Management  Search:
Accounts  Merge, Business Role: YBP_SLS_MAN
H
CRM WebClient UI: Account Management  Search:
Account Hierarchies , Business Role: YBP_SLS_EMPL
I
PDF Fact Sheet
Previous page
D
Change Account
D
Change Contact
D
D
G
H
Assign Account to
Hierarchy
I
(M44) SAP
Customer
Financial Fact
Sheet for iPad
(C30) Lead
Management
Merge Accounts
View Account Fact
Sheet
(C64) Integrated
ERP Order and
Quotation
Management
© 2014 SAP SE. All rights reserved.
(C63)
Opportunity
Management
Customer
3
Integration with Other SAP Best Practices Processes and
Scope Items
The process diagram might contain links to preceding, succeeding, or other related SAP Best
Practices processes or scope items.
Note that these scope items may or may not be part of the solution package.
Refer to the Prerequisites Matrix for the definition which scope items are part of the solution
package.
© 2014 SAP SE. All rights reserved.
Customer
4
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