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Activities can be created at any time during the customer relationship life cycle. This process flow illustrates when and how to create activities.

Prerequisites

The functions for organizational data, dates, questionnaires, and activity journals are available for the activity if you have made the necessary settings in Customizing for Customer Relationship Management by choosing   Transactions   Settings for Activities.  

Process

  1. Create a new activity. You can use activities to start a chain of events, such as a telephone campaign to awaken interest in a new product recently launched by your company. You can also use activities as part of your work with a particular opportunity or marketing campaign.

  2. You can also create an activity as a follow-up transaction to another transaction that already exists in the system, such as an opportunity, a marketing campaign or a sales transaction.

  3. You can enter the following for the activity:

  • Basic information such as the description, category and dates for the activity

  • Detailed information such as status, reason and texts

Result

Once you have saved the activity, it can be called up by any employee using the search functions.

The activity appears in the relevant business partners' calendars, including the calendar in groupware if you have set up client-based groupware synchronization with the CRM system.

You can send details about the activity to other interested recipients.

If you need to create activities that are related to each other, you can create follow-up activities.

Example Example

You call a customer and arrange to visit them to discuss a new product but before you go, you want to send them some literature about the product. You enter the telephone call as the first activity with an e-mail containing product information and an appointment in the calendar for a visit as the two follow-up activities.

End of the example.