1. SAP Glossary
  2. SAP Business One
  3. contact management


What is contact management in SAP SBO - SAP Business One?


SAP Term: contact management

  • Component: SBO

  • Component Name: SAP Business One

  • Description: A function that allows users to enter and change information on contacts with business partners.


Smart SAP Assistant

  • Key Concepts: 
    Contact management in SAP Business One (SBO) is a feature that allows users to store and manage customer and vendor contact information. This includes contact details such as names, addresses, phone numbers, emails, and other relevant information. It also allows users to track customer interactions and activities, as well as create and manage customer relationships. 
    
    How to use it: 
    To use contact management in SBO, users must first create a contact record for each customer or vendor. This can be done by entering the contact's information into the system. Once the contact record is created, users can then add additional information such as notes, activities, and relationships. Additionally, users can also assign contacts to specific sales opportunities or projects. 
    
    Tips & Tricks: 
    When creating contact records in SBO, it is important to ensure that all of the necessary information is entered accurately. This will help ensure that all contacts are properly tracked and managed. Additionally, it is important to keep contact records up-to-date with any changes in customer or vendor information. 
    
    Related Information: 
    SAP Business One also offers other features related to contact management such as lead management and marketing campaigns. Lead management allows users to track leads from initial contact through conversion into customers. Marketing campaigns allow users to create and manage campaigns for specific customers or groups of customers.
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