CRM Configurations in SAP Sales Manager 2.5

Question

Hi Experts,
We are now updating from the older version sap CRM Mobile 2.1.x to SAP Sales manager 2.5.
IF any one could help me on the exact configuration guides for Sales manager 2.5 in market place would be appreciated. We have wiped off all the older configurations for 2.1 version with DOE/SUP as well.
Now, we need a fresh start for SAP Sales Manager 2.5. Kindly guide me which guide should I use or name of the guide to do the configuration in CRM system.
Thanks
Varun

Answer 1

Hi Varun,
Yes, account has relationship with transaction data like Leads and Opportunity.
If you said that you can view your account but cannot see the Leads and Opportunity that belongs to the Account, then you maybe haven't complete the configuration for Leads and Opportunity.
Take Opportunity as example for the configuration:
1. Go to Agentry configuration panel.
2. Click on “Mobile Data Object Configuration”.
3. On the left pane, expand the “DO – Standard Data Object”, and then select “SSLM25_OPPORTUNITY”.
4. On the right pane, click on tab “Data Filter”, and expand the “Get Method – GET”.
5. Go to “Filter – PROCESS_TYPE*”, make sure you maintain the correct transaction type for the Opportunity if you are not using the standard opportunity type.
6. Go to “Filter – ASSIGNMENT_TYPE*”.
7. Change the rule number 00001 with new rule value “3 – Account”.
8. Save the entry.
9. On the left pane, expand the “CM – Composite MDO”, and then select “SSLM25_OPPORTUNITY_COMPOSITE”.
10. On the right pane, select tab “Data Filter” and expand the “Get Method – GET”.
11. Then, select “Filter – PROCESS_TYPE*”, make sure you maintain the correct transaction type for the Opportunity if you are not using the standard opportunity type.
12. Save the entry.
Hope this helps.
Regards,
Edison Wang