Implementation Steps for CRM Sales Applications

The implementation steps for CRM Sales applications are:

  1. Set up CRM Constants.

    See "Setting Up the CRM Foundation System" in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide.

  2. Set up CRM Sales application UDCs

    See Setting Up Sales Fundamentals.

  3. Set up territories and industry groupings.

    See Setting Up Sales Fundamentals.

  4. Set up sales methodologies.

    See Setting Up Sales Fundamentals.

  5. Set up qualification scripts.

    See Setting Up Sales Fundamentals.