| Overview of Relation Management |  |
| To remain competitive and profitable, it is essential for a company to identify, communicate, and track the requirements of a business partner. The Relation Management (SMI) module enables you to create, record, and track sales and marketing data in a flexible way. By means of this module, you can maintain information on prospective business partners as well as additional information on current business partners. Users can also create, schedule and report on various sales and marketing activities. The Relation Management (SMI) module does not have a set of steps that are followed each time to accomplish the same task. All the information in this module is optional, which gives a free flow to use the data. Relation Management master data Before you can use the Relation Management (SMI) module, you must define the master data. For details, refer to Relation Management - master data. Relation management functionality You can use the Relation Management module to carry out the following actions: Carry out opportunities. Define activities. Create selection expressions. Create reports. Create letters. View appointment schedules. Define and use the info screen. Use the account manager dashboard session. View activity history. For more information, refer to Relation Management - functionality. Relation Management - Text Editor If you create letters, you use the Text Editor to maintain the layout of standard letters. If you create selection expressions, you use the Text Editor to create expressions. For more information, refer to Relation Management - Text Editor. Related topics Relation Management - master data Relation Management - functionality Relation Management - Text Editor |