Step By Step
Before to create a prospect, search on it to avoid creating a duplicate! The system will warn you if a duplicate is found (based on name or address) | |||
If the prospect/account does not exist, click on Create New… and then click on Account
|  | ||
| You can now decide the type of account you want to create. |  | ||
| From the list of possible record types, select “Non SAP Customer” |  | ||
Enter now the information on the account •In Account name, enter the name of the account, for example 'Bayer CROPSCIENCE' •Use then the lookup icon to search a Corporate Group |  | ||
| Search for Bayer Corporate Group and once found, click on the Name |  | ||
You must also define the Partner Sub-Type. You have 2 options: •Sold-to & Ship-to •Ship-to
Value “Sold-to” has been removed for consistency purpose, as in SAP, any Sold-to is considered as a Ship-to. |  | ||
Enter the address information (English only). You can also enter the address in a local language, like in Japanese or Chinese characters. That’s convenient!
|  | ||
A map view of the Accounts address is now displayed directly on the account page. By clicking on the image, a new tab is opened on google maps. |
| ||
| Incoterms & Payment terms are displayed as before on the account layout,with additional list of fields complaint with the future design in Lightening for Incoterms & Payment Terms. |
| ||
On GBU Account Sub-Type picklist, value Distributor was removed and new value Trader was added.
On GBU Customer Classification Pick list, Value P was renamed to Potential.
New Service Model Pick list (Customiable by GBU) data template will be provided on demand for massive load. |
| ||
| You have successfully created the prospect. |  | ||
Need help?
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
The best way to get IT support is to use the new
Service One Platform.