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Former Member

CRM Business transaction to Track New Products Development

We like to implement a CRM solution via business transaction to track an report on New Products, store feedback from customers.

Which CRM business transaction fits for this scenario ?


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  • Former Member Stephen Johannes

    Thanks Stephen.

    I think I can not have Surveys under Opportunities. Since I need to get the feedback from the meetings I'm going to use Surveys for this.

  • I forgot about surveys, but that's definitely is a good choice. Technically there are ways to make survey's work with different transaction types, but an activity with a survey is an excellent choice.

  • Former Member

    I will go with Stephen, Opportunity would be the best bet. Item level details are lot better than Activity Journal and you will have a option to create Activity/Task for the Opportunity and also can create various Follow up documents.

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2 Answers

  • Best Answer
    Nov 03, 2016 at 04:14 AM

    Hi Dante,

    Your requirement can be realized by business activity. You can create a business activity transaction type for this kinda meeting.

    The presentations and docuemnts can be uploaded to the activity in assignment block (AB) Attachment.

    Attendees shall be added in AB Parties Involved or automatically determined by partner determination procedure (See Https://

    Product information can be stored in AB activity journal.

    Customer feedback can be released by survey in AB Questionaire.

    likelihood can be released by reasons for activity status (

    Next step: mostly like you will have to visit customer again or create quotation or even sales order. in this case, the user needs to create follow up transaction for the next step. See

    You may use action to create follow up transaction automatically too. See

    If you need to know more about action, see


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    • Former Member Spencer Liang

      It didn't work deleting the personalization profile. Still Im not getting my personalized View in the 'Activity Journal Item'. I gues I need to understand clearly how these methods are working in my system for the .component BT127I_ACTI. Seems that there is some customzing already implemented that is taking place and ignoring my customizing.



  • Nov 03, 2016 at 04:18 AM

    attenddes of the meetings are people who are not set-up in our systems,

    If your attendees are not set up in CRM system, you must do it.


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