Master Data

CRM master data includes mandatory and optional master data functions and features. The mandatory data is required to perform CRM procedures. The optional data can be specified for specific use in several CRM processes.

  • Addresses

    To communicate with persons and organizations in CRM, you must specify addresses and address formats.

  • Business partners, contacts, and employees

    You must specify the business partners, contacts, and employees with whom you work.

  • Optional sessions

    Several sessions are available in which you can specify optional, but basic information, such as opportunity types, sales processes, phases, and sources.

  • Attributes

    You can specify attributes, which are used to record distinctive information on business partners, contacts, activities, opportunities, letters, and reports.