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Component: CRM
Component Name: Customer Relationship Management
Description: A tab page in the locator that contains objects such as: Business transactions Products Partners These objects have been assigned to particular users or user groups, or they have been selected as "favorites". When a user calls up the worklist, he or she can view and process all the objects that have been assigned to their user name.
Key Concepts: A worklist is a feature of SAP CRM Customer Relationship Management that allows users to manage and prioritize tasks. It is a list of activities that need to be completed, such as customer inquiries, sales orders, and service requests. The worklist can be customized to show only the tasks that are relevant to the user. How to use it: To use the worklist, users can select the tasks they want to view and prioritize them according to their importance. The worklist can be sorted by date, priority, or other criteria. Users can also add notes and comments to each task in order to provide additional information or instructions. Tips & Tricks: It is important to keep the worklist up-to-date in order to ensure that tasks are completed in a timely manner. Users should also take advantage of the customization options available in order to make sure that only relevant tasks are displayed. Related Information: The worklist feature is part of the SAP CRM Customer Relationship Management suite of tools. It is designed to help users manage customer relationships more effectively by providing an organized view of tasks and activities. Other features of SAP CRM include customer segmentation, analytics, and marketing automation.