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Mass Generation of Activities

former_member241303
Participant
0 Kudos

Hi Gurus,

I need to generate activity in mass. I was looking for in SAP Library:

(http://help.sap.com/saphelp_crm700_ehp04/helpdata/en/46/4cb1785f3a5e3fe10000000a11466f/content.htm?f...)

I have created the template, but I don’t know where the mass generation activities option is.

Do I have to activate any Business Function? Or what business rol can I use for get that option?

I'm using MAKERTINGPRO business rol.

Regards,

Accepted Solutions (0)

Answers (2)

Answers (2)

rene_markytan
Employee
Employee
0 Kudos

Dear Fernando,

like Spencer said, you can create a visit plan which can be used for act. scheduling for a specific time frame. This is a sales process, so you need to use SALESPRO role.

Br

Rene

former_member241303
Participant
0 Kudos

Hi Rene,

Thanks for your answer,

We need the following process.

A manager must create activities for sales representatives.

Is it possible with visit plan?

I understood that visit plans can be created only for the same user.

Best regards,

rene_markytan
Employee
Employee
0 Kudos

Hi,

yes the person who creates the activity (also from act. scheduling) will be the populated as employee repsponible in the activity. This is correct. I dont think that the manager should be the responsible person of all created activties. Hence it is the employee who creates the appointment. However you have the possibility to add a contact person already during act. scheduling. This CP could be the manager and then he should be available in the created appointments as well.

Br,

Rene

spencer_liang
Active Contributor
0 Kudos

Hi,

This area is focusing on CRM sales scenario.

I would suggest you raise the same question in CRM marketing area.

In crm sales, we may mass generate activities with activity scheduling.

Spencer