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

SAP Term: visit plan item

• Component: CRM

• Component Name: Customer Relationship Management

• Description: Business partner within a given visit plan. A visit plan consists of a group of business partners, which are displayed in visit plan maintenance at item level.

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• Key Concepts: 
  A visit plan item is a component of SAP CRM Customer Relationship Management. It is used to plan and manage visits to customers, prospects, and other contacts. It allows users to create a list of activities for each visit, assign tasks to team members, and track progress. 
  
  How to use it: 
  Visit plan items can be created in SAP CRM by selecting the “Create Visit Plan Item” option from the main menu. This will open a form where users can enter the details of the visit, such as the customer name, contact information, date and time of the visit, and any tasks that need to be completed. Once the form is completed, users can save it and assign tasks to team members. 
  
  Tips & Tricks: 
  When creating a visit plan item, it is important to include as much detail as possible. This will help ensure that all tasks are completed on time and that no important information is missed. Additionally, it is important to assign tasks to team members who have the necessary skills and experience to complete them successfully. 
  
  Related Information: 
  Visit plan items are closely related to other components of SAP CRM such as customer service orders and service contracts. They can also be used in conjunction with other SAP modules such as Sales and Distribution (SD) and Materials Management (MM).