What is 'visit plan header' in SAP CRM - Customer Relationship Management?

visit plan header - Overview

• Component: CRM

• Component Name: Customer Relationship Management

• Description: Provides visit plan-specific information, such as: Visit plan ID Status Validity dates Territory hierarchy ID Owner

visit plan header - Details

• 
  Key Concepts: 
  A visit plan header is a component of SAP Customer Relationship Management (CRM) that allows users to create and manage visit plans. A visit plan is a set of activities that are planned for a customer or prospect, such as sales visits, service visits, or marketing activities. The visit plan header contains information about the customer or prospect, the type of visit, and the date and time of the visit. 
  
  How to use it: 
  To create a visit plan header in SAP CRM, users must first select the customer or prospect they wish to create a plan for. Then, they must enter the type of visit (sales, service, or marketing) and the date and time of the visit. Finally, they can add any additional information they wish to include in the plan. 
  
  Tips & Tricks: 
  When creating a visit plan header in SAP CRM, it is important to ensure that all relevant information is included. This includes the customer or prospect’s contact information, the type of visit, and any additional notes or comments. Additionally, it is important to double-check that all dates and times are accurate before saving the plan. 
  
  Related Information: 
  For more information on creating and managing visit plans in SAP CRM, please refer to the official SAP documentation here: https://help.sap.com/viewer/product/CRM/7.0/en-US/f9f8d3a2b6c14e8a9f3d7c2b5f9e4d1a.html