Business Partner Management
Features and Functions of Business Partner Management
- Cards management — Records all information about clients and vendors, including addresses, contact records, account balances, and more
- Contacts — Records telephone calls, meetings, or any interactions between you and your client or vendor
- Opening balances — Manages opening balances of customers and vendors
- Contacts summary — Displays your open customer contact records
- Sales opportunity — Records any sales opportunity, from first call to successful closure
- Opportunity analysis — Reports on opportunities in three main dimensions: by customer, per item, and per agent
- Sales pipe graph — Displays a dynamic sales funnel that shows all sales stages from lead to order, enabling you to view a detailed report at each stage
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