Prerequisites

Before you complete the tasks in this section:

• Set up qualification scripts.

• Enter sales team members and partners into the system.

• Set up product catalogs and items.

• Create activities and action plans.

• Set up category code fields.

See also:

• Setting Up Qualification Scripts.

• Managing the Sales Force.

• "Managing Items and Item Catalogs for CRM" in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide.

• "Using Foundation Calendar" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

• JD Edwards EnterpriseOne Tools Foundation Guide.