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Component: CRM-MSA
Component Name: Mobile Sales
Description: Generated by the system during activity scheduling to remind the sales team that visits to specific business partners are due. The system calculates due visits based on the date of the last visit and the visit frequency defined for the business partner by the sales representative. For example, if the visit frequency for a business partner is defined as monthly, and the last visit took place a month ago, the system generates a due visit for the business partner. A due visit does not produce an error message. It simply serves as a reminder to the sales representative that the next visit to a business partner is due.
Key Concepts: Due visit is a feature of the SAP CRM-MSA Mobile Sales Assistant. It allows sales representatives to quickly and easily access customer information and create sales orders while on the go. The feature also allows sales reps to view customer data, such as contact information, order history, and account status. How to use it: To use the due visit feature, sales reps must first log into the SAP CRM-MSA Mobile Sales Assistant. Once logged in, they can select the “Due Visit” option from the main menu. This will bring up a list of customers that have been identified as needing a visit. Sales reps can then select a customer from the list and view their contact information, order history, and account status. They can then create a sales order for the customer or take other actions as needed. Tips & Tricks: When using the due visit feature, it is important to ensure that all customer data is up-to-date and accurate. This will help ensure that sales reps are able to quickly and easily access the information they need when visiting customers. Additionally, it is important to keep track of which customers have been visited and which still need to be visited in order to ensure that all customers are serviced in a timely manner. Related Information: For more information on using the due visit feature of SAP CRM-MSA Mobile Sales Assistant, please refer to the official SAP documentation or contact your local SAP representative.