Actividades en el proceso CRM de SAP Business One Web Client

Activities in SAP Business One Web Client are like the memory of the sales process: what you've done, what's pending, and those things the system reminds you of before you forget and end up saying, "Oops, it was due today." In this video, we'll see how to create and manage activities within the CRM process: calls, meetings, tasks, reminders, linked documents, attachments, and follow-ups. Because yes: CRM isn't just about having leads well stored. It's about knowing what's happening with each lead or customer and what the next step is. This video is part of the step-by-step guide on CRM in SAP Business One Web Client. See the full playlist 👉🏻    • CRM en SAP Business One Web Client: guía p...   📌 What you'll see in this tutorial: ✅ How to create an activity in SAP Business One Web Client ✅ How to record calls, meetings, tasks, and notes ✅ How to assign activities to users ✅ How to link them to business partners ✅ How to schedule reminders and recurring activities ✅ How to link them to system documents ✅ How to track them to stay on top of the sales process ⏱️ TIMESTAMPS: 00:00 - What are activities in the CRM process? 00:31 - Creating an activity 02:15 - Scheduling and reminders 02:58 - Linked documents and attachments 03:33 - Viewing and managing activities 04:54 - Reviewing a closed activity 06:44 - Tracking an Activity 07:17 - Notifications and Pending Tasks 🎯 Who is this video for? Sales teams working with SAP Business One Companies that want to better organize their sales tracking Users who still manage calls, meetings, and tasks outside the ERP Anyone who wants to understand how CRM works from the SAP Business One web client 📚 This is the THIRD installment of our series on the CRM process in the SAP Business One Web Client. We've already covered: Video 1: From Lead to Order 👉🏻    • Del lead al pedido: proceso CRM en SAP Bus...   Video 2: Business Partners 👉🏻    • Interlocutores comerciales en el proceso C...   And we're continuing with: Video 3: Activities Video 4: Opportunities Video 5: Quotes Video 6: Orders Video 7: Complete Case Study 💬 Have you ever had a meeting, call, or sales task "mentally jotted down"? Tell us about it in the comments—we're not judgmental here... too much. More information about SAP Business One: https://www.artesap.com/sap-business-...