1. SAP Glossary
  2. Interaction Center WebClient
  3. wrap-up list


What is wrap-up list in SAP CRM-IC - Interaction Center WebClient?


SAP Term: wrap-up list

  • Component: CRM-IC

  • Component Name: Interaction Center WebClient

  • Description: A screen in the containing a list of items that agents should complete before they wrap up the interaction. The items in the list are configurable and could contain entries for tasks, products, solutions, suggestions, missing information, and so on.


Smart SAP Assistant

  • Key Concepts: 
    A wrap-up list is a feature of the CRM-IC Interaction Center WebClient that allows users to quickly and easily close out customer interactions. It provides a list of tasks that need to be completed before the interaction can be closed, such as entering notes, assigning follow-up tasks, and updating customer information. 
    
    How to use it: 
    To use the wrap-up list, users must first select the customer interaction they wish to close. Once selected, the wrap-up list will appear on the right side of the screen. The user can then check off each task as it is completed. Once all tasks are completed, the user can click “Close Interaction” to finish the process. 
    
    Tips & Tricks: 
    It is important to remember that the wrap-up list is not mandatory; users can choose to skip certain tasks if they are not necessary for the particular interaction. Additionally, users can customize their wrap-up list by adding or removing tasks as needed. 
    
    Related Information: 
    For more information on using the wrap-up list in CRM-IC Interaction Center WebClient, please refer to SAP’s official documentation here: https://help.sap.com/viewer/product/CRM_IC_WEBCLIENT/7.0/en-US/f3d8f9a2b6c14e8a9f3d7c2b5f9e4d1a.html
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