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Former Member
Jul 17, 2010 at 09:50 PM

how to set up meeting with sales employee & how to create activity in a emp

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Hi all,

I have two scenarios to be configured for my client.

1. Sales manager should be able to set up a meeting with his sales team in CRM. can any one give me a idea how we can configure it in SAP CRM & what is the transaction type (Business activity) to be used to setup meeting with employees.

2. How to create an activity or task in employees calendar. where we configure calendar in SAP CRM, do we need to assign this calendar any where in order to create create activity for employees calendar.

Please do let me know how to achieve the above scenarios.

I got one more issue is that, I have created two transaction types (business activity types) 1 for transaction type for meeting with employee with category "meeting" in business activity and 2nd transaction type is for sending email to employees with category "email" in business activity. I have also assigned these transaction types to categories under sentings for activities ->assign transaction types to categories in SPRO. But I am not finding these two transaction types on UI under activities. If use different category for these transaction types like appointment then these are available on UI for activities. Please suggest me how to fix this issue too.

Thanks in advance

JM