Introduction

You use CRM to support the marketing and sales of a product.

You can use opportunities to record and monitor sales information related to a business partner with the purpose of selling a product or service to this business partner.

An essential part of the customer relation management functionality is the ability to create activities and follow-up activities to schedule for business objects (business partners, contacts, opportunities, or other activities), and to track the progress of these activities. An activity is an appointment, call, task, or mailing that must be completed by a user and that is registered in LN.

In CRM, you can register any type of information on current and prospective business partners, opportunities, contacts, and sales and marketing activities. You can add user-definable attributes if you require more specific information. Direct mailing can be performed through standard letters.

The main functions and features of CRM are described in these topics:

  • Master Data
  • Marketing, Sales, Utilities