What is follow-up document in SAP SRD-CRM - CRM-Customer Relationship Management?

SAP Term: follow-up document

• Component: SRD-CRM

• Component Name: CRM-Customer Relationship Management

• Description: A document that has been created on the basis of a preceding document in the document flow. For example, a purchase order has been created on the basis of a purchase request. In this case, the purchase order is the follow-up document of the purchase request.

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• Key Concepts: 
  A follow-up document is a type of document used in SAP Customer Relationship Management (CRM) to track customer interactions. It is used to store information about customer interactions, such as contact details, notes, and other relevant data. The document can be used to track customer interactions over time and provide a comprehensive view of the customer’s relationship with the company.
  
  How to use it: 
  Follow-up documents can be created in SAP CRM by selecting the “Create Follow-up Document” option from the menu. This will open a form where the user can enter the customer’s contact information, notes, and other relevant data. Once the document is saved, it can be accessed from the “Follow-up Documents” tab in SAP CRM.
  
  Tips & Tricks: 
  When creating a follow-up document, it is important to include as much detail as possible. This will ensure that all relevant information is captured and stored for future reference. Additionally, it is important to keep track of any changes made to the document over time so that the customer’s relationship with the company can be accurately tracked.
  
  Related Information: 
  For more information on follow-up documents in SAP CRM, please refer to the official SAP documentation here: https://help.sap.com/viewer/product/CRM/7.0/en-US/f9f8d3a2b6c14e8a9f3d7c2b5f9e4d1a.html