1. SAP Glossary
  2. Customer Relationship Management
  3. activity


What is activity in SAP CRM - Customer Relationship Management?


SAP Term: activity

  • Component: CRM

  • Component Name: Customer Relationship Management

  • Description: A transaction used to record information resulting from interaction between business partners during the customer relationship life cycle. Activities are subdivided into business activities and tasks. They include: Telephone calls Customer visits Preparatory tasks Private reminders


Smart SAP Assistant

  • Key Concepts: 
    Activity in SAP CRM Customer Relationship Management is a type of task that can be assigned to a user or team. It is used to track and manage customer interactions, such as sales calls, emails, and meetings. Activities can be created manually or automatically based on customer data. 
    
    How to use it: 
    Activities can be created in SAP CRM by selecting the “Create Activity” option from the main menu. This will open a form where you can enter the details of the activity, such as the type of activity, the customer associated with it, and any notes or comments. Once the activity is saved, it will appear in the user’s list of activities. 
    
    Tips & Tricks: 
    When creating an activity, it is important to assign it to the correct user or team. This will ensure that the activity is tracked and managed properly. Additionally, activities can be linked to other activities or documents for easy reference. 
    
    Related Information: 
    For more information on activities in SAP CRM, please refer to the official SAP documentation. Additionally, there are many online resources available that provide tips and tricks for using activities in SAP CRM.
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