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creation of BP

How to create bp in crm7.0, and how to create our own cfg role and it how to assign BP. can u tell me step by step process ?

Advance thanks

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  • Posted on Jul 04, 2011 at 05:21 AM

    To create bp in crm 7, log in the crm with SALESPRO role. Click on Account management tab in navigation bar and then under Creat view set you will have different create options (Corporate account, Individual account, Contact...). Just select one and you get the form. If you want to integrate it in your own business role, use direct link:

    - MD-ACC-CR for Corporate Account

    - MD-ACCI-CR for Individual Account

    - MD-CONP-CR for Contact

    What do you mean by cfg role?

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