Campaigns

Creating and maintaining a Target Group
A target group is a list of prospects to be used within a Campaign. You can create a target group and then define a promotional campaign targeting this grou...
Wed, 23 Oct, 2013 at 2:58 PM
Creating a campaign
To create a campaign in SAP Business One, you must have first defined the target group criteria which must be met and created the relevant target group with...
Wed, 23 Oct, 2013 at 2:28 PM
Recording response to a campaign
After you successfully execute a campaign, some of your prospects may show their interest in your products and company. To record this information proceed a...
Wed, 23 Oct, 2013 at 2:50 PM
Creating a Sales Opportunity from a Campaign
Some of your prospects may show their interest in your products and company and you can create sales opportunities for them from the campaign as a record of...
Wed, 23 Oct, 2013 at 4:07 PM
Follow up to a Sales Opportunity from a Campaign - assigning a follow up activity
If a prospect has received a campaign and would like to receive a Sales Quotation or a Sales Order as a result, the opportunity details must be passed on to...
Tue, 29 Oct, 2013 at 10:28 AM
Creating a Sales Quotation or Sales Order from a campaign
Should a prospect wish to receive a follow up as a result of a campaign, the Marketing team will assign an activity to the relevant SAP user to action. When...
Thu, 24 Oct, 2013 at 9:31 AM
Importing a Microsoft Excel File
When importing data from excel to create a target group, you must first configure the definitions for the import, according to the following rules: · ...
Wed, 23 Oct, 2013 at 4:38 PM