1. SAP Glossary
  2. FDN-Account Management
  3. Activities


What is Activities in SAP SRD-CRM-ACC - FDN-Account Management?


SAP Term: Activities

  • Component: SRD-CRM-ACC

  • Component Name: FDN-Account Management

  • Description: A work center view where you can display a worklist of activities and their current statuses. For example, you can see when your next customer visit is scheduled.


Smart SAP Assistant

  • Key Concepts: 
    Activities are tasks that are assigned to users in SAP Account Management. They are used to track and manage customer interactions, such as sales opportunities, customer service requests, and follow-up activities. Activities can be assigned to individual users or teams, and can be tracked using the Activity Monitor. 
    
    How to use it: 
    To assign an activity in SAP Account Management, go to the Activities tab in the Account Management application. Select the activity type from the drop-down menu and enter the details of the activity. You can assign the activity to an individual user or a team. Once the activity is created, it will appear in the Activity Monitor. 
    
    Tips & Tricks: 
    When creating an activity, make sure to include all relevant information such as due date, priority level, and any notes or comments. This will help ensure that all users have the necessary information to complete the task. Additionally, you can set up notifications for activities so that users are reminded when an activity is due or overdue. 
    
    Related Information: 
    For more information on activities in SAP Account Management, please refer to the SAP Help Portal (https://help.sap.com/viewer/product/SRD_CRM_ACC_FDN/latest/en-US). Additionally, you can find more tips and tricks for using activities in SAP Account Management on the SAP Community Network (https://www.sap.com/community/topic/account-management-activities.html).
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