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en:handbuch:kapitel_2:2.01.17_basic_-_entscheidungstraeger
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en:handbuch:kapitel_2:2.01.17_basic_-_entscheidungstraeger [2010/09/10 14:49] 192.168.0.89 |
en:handbuch:kapitel_2:2.01.17_basic_-_entscheidungstraeger [2019/10/25 14:11] (current) |
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| - | The **Decision Board** form administers the involved people ([[handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner|Contact Person]]) in the [[en:handbuch:kapitel_2:2.01.16_basic_-_verkaufstrichter|Sales Pipeline]] in the system. The position, the influence, the attitude and various other settings can be entered in here. | + | The **Decision Board** form administers the involved people ([[en:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner|Contact Person]]) in the [[en:handbuch:kapitel_2:2.01.16_basic_-_verkaufstrichter|Sales Pipeline]] in the system. The position, the influence, the attitude and various other settings can be entered in here. |
| **Tip:** For more on this subject see chapter [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The Contact System]]. | **Tip:** For more on this subject see chapter [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The Contact System]]. | ||
| - | {{:en:handbuch:kapitel_2:decisionboard.gif|}} | + | {{:en:handbuch:kapitel_2:decisionboard.png|}} |
| - | {{:en:handbuch:kapitel_2:decisionboard2.gif|}} | + | |
| The form consists of the following elements: | The form consists of the following elements: | ||
| Line 16: | Line 15: | ||
| On the "Master Data" tab: | On the "Master Data" tab: | ||
| - | * **Number:** The element number defines distinctly the decision boards in the system. | + | * **Id:** The element number defines distinctly the decision boards in the system. |
| * **Sales Pipeline:** This field assigns a sales pipeline to the decision board. | * **Sales Pipeline:** This field assigns a sales pipeline to the decision board. | ||
| * **Customer:** This field assigns a contact to the decision board. | * **Customer:** This field assigns a contact to the decision board. | ||
en/handbuch/kapitel_2/2.01.17_basic_-_entscheidungstraeger.1284122999.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
