openSAP Microlearning

SAP Agent Performance Management

Initially created for insurance, telecommunications, and financial industries, SAP Agent Performance Management, or APM, for short, coordinates the many roles of an agent’s lifecycle, including agent onboarding, compliance and regulatory licensing, selling and reporting hierarchies, agent and broker communication, managing agent books of business, and much more. Experts are responsible for the configuration, implementation or ongoing support of APM. Examples: Administrators, Consultants, Architects, & Developers. A Business End User performs a wide range of tasks that allow for the optimal use of APM and enables them to perform their everyday work. Examples: Sales Reps, Service Agent, Content Manager, & Marketeer. Pick the Role that best suits you below or choose the Video Library tab to access all videos that are relevant for APM.

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03:48

Configuring Codes in SAP Agent Performance…

Configuring Codes in SAP Agent Performance Management

From openSAP Microlearning

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This video demonstrates how to add and manage existing Code Types and Code Values in SAP Agent Performance Management.
04:22

Configuring Languages in SAP Agent Performance…

Configuring Languages in SAP Agent Performance Management

From openSAP Microlearning

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This video demonstrates how to configure a new language for Users, Codes, Labels and Messages in SAP Agent Performance Management.
05:16

How to Create and Manage Hierarchies in SAP Agent…

How to Create and Manage Hierarchies in SAP Agent Performance Management

From openSAP Microlearning

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This video explains how to create and manage hierarchies in SAP Agent Performance Management.
06:01

Reporting in SAP Agent Performance Management

Reporting in SAP Agent Performance Management

From openSAP Microlearning

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This video offers an introduction of different reporting formats, including demonstrations of configuring a QB Query, viewing Report Form details and extraction of…
06:42

Introducing Data Import Formats in SAP Agent…

Introducing Data Import Formats in SAP Agent Performance Management

From openSAP Microlearning

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This video introduces a demonstration in using Data Import Formats to import data into SAP Agent Performance Management.
03:48

Customizing Menus in SAP Agent Performance…

Customizing Menus in SAP Agent Performance Management

From openSAP Microlearning

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In this video, you'll learn how to configure, customize and relocate Portals, Tabs and Menu Items in SAP Agent Performance Management.
04:54

Managing Widgets in SAP Agent Performance…

Managing Widgets in SAP Agent Performance Management

From openSAP Microlearning

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This video demonstrates ways to add and manage widgets with global and user dashboards in SAP Agent Performance Management.
02:42

Managing Global Features in SAP Agent Performance…

Managing Global Features in SAP Agent Performance Management

From openSAP Microlearning

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This video demonstrates how to enable and disable global features and functions for users in SAP Agent Performance Management.
05:25

Testing Rules and Parameters in the External…

Testing Rules and Parameters in the External Validator and OK2 in SAP Agent Performance Management

From openSAP Microlearning

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This video demonstrates how to test validation rules and parameters in the External Validator and OK2 features of SAP Agent Performance Management.
06:54

Configuring Rules and Parameters in the External…

Configuring Rules and Parameters in the External Validator in Agent Performance Management

From openSAP Microlearning

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This video demonstrates how to configure validation rules and parameters in the External Validator feature of SAP Agent Performance Management.
02:09

Introducing the External Validator in SAP Agent…

Introducing the External Validator in SAP Agent Performance Management

From openSAP Microlearning

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This video introduces the features of the External Validator in SAP Agent Performance Management.
04:31

How to Locate Producer, Product, Customer, and…

How to Locate Producer, Product, Customer, and Contract Records in Agent Performance Management

From openSAP Microlearning

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This video demonstrates multiple ways to locate Product, Customer, and Contract records in SAP Agent Performance Management.
07:07

Creating Producer and Compliance Records in SAP…

Creating Producer and Compliance Records in SAP Agent Performance Management

From openSAP Microlearning

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This video explains how to create and manage Producer and Compliance records in APM.
05:56

Managing Books of Business in SAP Agent…

Managing Books of Business in SAP Agent Performance Management

From openSAP Microlearning

1 likes 275 plays 0
This video offers a short introduction and demonstration of the SAP Agent Performance Management's Book of Business. Learn to locate ownership, accounts records,…
04:22

Introducing SAP Agent Performance Management

Introducing SAP Agent Performance Management

From openSAP Microlearning

1 likes 875 plays 0
This video introduces SAP Agent Performance Management, formerly marketed as SAP Producer Pro and Calliduscloud ICM.
05:29

Navigating the SAP Agent Performance…

Navigating the SAP Agent Performance Management's User Interface

From openSAP Microlearning

2 likes 457 plays 0
This video offers a short introduction and demonstration of the SAP Agent Performance Management's user interface.

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