Use activity planner without activating visits

[former_member101937]

we do not use visits in our solution, but we would like to take advantage of the activity planner functionality - assigning multiple tasks to opportunities or quotes. Is it possible to do it without scoping the visits into the solution first?

[former_member226]

Hi,

Since visit and Task/PhoneCall/Email all share the same underlying business object "Activity" hence they all are also grouped in the same business option "Activity Management" in project scope.

So that means if you want to use "Tasks" in the opportunity you need to activate visit as well and hence it is possible to deactivate only visit but still use other activity types.

BR
Saurabh

[former_member101937]

Hi Khaled, we do not want to use the activity advisor

[Khaled_Alkafoury]

Hi,

Activity advisor can propose a template with activities recommended to be executed during each sales phase of an opportunity to increase the chance of success.

https://help.sap.com/viewer/24765b551a014b779b95c7b07d8e9079/1905/en-US/1ca19b48c6954f589f75be819199...