What is 'bank meeting date' in SAP LOD-CRM - Large Enterprise on Demand Customer Relationship Management?

bank meeting date - Overview

• Component: LOD-CRM

• Component Name: Large Enterprise on Demand Customer Relationship Management

• Description: The date when the bank employee meets with the customer to discuss the opportunity.

bank meeting date - Details

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  Key Concepts: 
  Bank meeting date is a feature in the SAP LOD-CRM Large Enterprise on Demand Customer Relationship Management component. It is used to set a date for a meeting between a customer and their bank. This meeting is used to discuss the customer’s financial situation and to review their banking options. 
  
  How to use it: 
  The bank meeting date feature can be accessed through the SAP LOD-CRM Large Enterprise on Demand Customer Relationship Management component. Once the customer has logged in, they can select the “Bank Meeting Date” option from the menu. This will open up a form where they can enter the date of the meeting, as well as any other relevant information. 
  
  Tips & Tricks: 
  It is important to enter accurate information when setting up a bank meeting date. This will ensure that the customer and their bank are both aware of the meeting and can prepare accordingly. Additionally, it is important to keep track of any changes to the meeting date, as this could affect both parties’ availability. 
  
  Related Information: 
  The bank meeting date feature is part of the SAP LOD-CRM Large Enterprise on Demand Customer Relationship Management component. Other features in this component include customer segmentation, customer service management, and customer analytics.