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en:gui5:handbuch:kapitel_2:2.01.16_basic_-_verkaufstrichter
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en:gui5:handbuch:kapitel_2:2.01.16_basic_-_verkaufstrichter [2021/11/30 15:14] alexandra [General Data] |
en:gui5:handbuch:kapitel_2:2.01.16_basic_-_verkaufstrichter [2021/12/08 12:38] (current) alexandra [Misc] |
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| {{:en:gui5:handbuch:kapitel_2:sales_pipeline_3.png?|}} | {{:en:gui5:handbuch:kapitel_2:sales_pipeline_3.png?|}} | ||
| - | * **Key Data:** | + | * **Basic Data:** |
| * **Project Name:** This field identifies the future project. | * **Project Name:** This field identifies the future project. | ||
| - | * **Projekt Period from/to:** The field "from" defines the expected project start and the field "to" defines the expected project end of the potential project. | + | * **From/To:** The field "from" defines the expected project start and the field "to" defines the expected project end of the potential project. |
| * **Unit:** This field defines the unit responsible for the later project (usually a location or a department). Units can be edited in the Unit mask. | * **Unit:** This field defines the unit responsible for the later project (usually a location or a department). Units can be edited in the Unit mask. | ||
| * **Project Manager:** This field identifies the potential project manager of the later project. | * **Project Manager:** This field identifies the potential project manager of the later project. | ||
| Line 55: | Line 55: | ||
| * **Attributes:** | * **Attributes:** | ||
| * **Priority:** This field indicates the priority of the potential project. | * **Priority:** This field indicates the priority of the potential project. | ||
| - | * **Project Type:** This field assigns a definable project type to the project, which can be used as a selection criterion in the evaluations. | + | * **Category:** This field assigns a definable project type to the project, which can be used as a selection criterion in the evaluations. |
| * **Product, Strategy:** These fields classify the future project and are selection criteria for portfolio management and project evaluations. | * **Product, Strategy:** These fields classify the future project and are selection criteria for portfolio management and project evaluations. | ||
| Line 66: | Line 66: | ||
| * **Soft Skills:** This selection field contains various soft skills such as communication, self-study or team leadership. | * **Soft Skills:** This selection field contains various soft skills such as communication, self-study or team leadership. | ||
| - | =====Miscellaneous===== | + | =====Misc===== |
| {{:en:gui5:handbuch:kapitel_2:sales_pipeline_5.png?|}} | {{:en:gui5:handbuch:kapitel_2:sales_pipeline_5.png?|}} | ||
| - | * **Technical Settings & Details** | + | * **Technical Details:** |
| - | * **int. Key:** This number is assigned automatically. It uniquely identifies the sales funnel in the system. | + | * **InternalKey:** This number is assigned automatically. It uniquely identifies the sales funnel in the system. |
| | | ||
| + | * **Actions:** Which actions are planned in order to progress with this sale? | ||
| + | * **Projects:** Here are the projects related to this sale. | ||
| =====Actions===== | =====Actions===== | ||
en/gui5/handbuch/kapitel_2/2.01.16_basic_-_verkaufstrichter.1638281692.txt.gz · Last modified: 2021/11/30 15:14 by alexandra
