Lead and Opportunity management

Dear all
I am new in CRM.
Can anybody send me the documents abt lead and opportunity management?
pls it very helpful for me
jayesh patel

Lead in CRM Online:
http://help.sap.com/saphelp_crm40/helpdata/en/2a/f31f2c6127e24199df72d17fb014ea/frameset.htm
http://help.sap.com/saphelp_crm40/helpdata/en/6b/30453cf1fcc85ee10000000a11402f/frameset.htm
Opportunity in CRM Online:
http://help.sap.com/saphelp_crm40/helpdata/en/24/bc239801e28940a34545863fe45a6f/content.htm
Hope this helps.
Regards,
Kaushal

Similar Messages

Authorization Issue in Visibility of Lead and Opportunity Documents

HI,
I have 4 sales Org in my Project.
When an user from Sales Org 1 is searching a lead he was able to see all the leads
when I tried to change Lead or opportunity of other sales org with my user id, system says that "You have no authorization to execute action Change " the reason is "The authorization check for object CRM_ORD_OE has sent back the return code 12. The activity executed was Change. Return code 12:
I understand it as the system can't find necessary authorization . In my project they want to restrict the document visibility to other users. How can i restrict by which i can see only my documents.
With Regards,
Selvam T

To see only your transactions use auth. object CRM_ORD_OP.

Authorization - Sales Manager: Lead Management / Opportunity Management

Hi Portal Gurus,
As per our requirement, in the 'Sales Manager' role, under 'Sales Cycle', we need to provide only 'Lead Management' for one set of users and 'Opportunity Management' for another set of users and both for other set of users.
What would be the best way to do that. Thanks in advance for your help!
- Jas

Hello Jasendu,
The best way to implement this is to maintain a single Sales Role with all the sub catagories ('Lead Management' , 'Opportunity Management' ) and apply role filtering concept according to the users. That way you need to maintain a single Sales role. Check out the below blog for more details abour role filtering.
Filtering Role Content by User Attributes
Or else, you can create three different roles, one for each 'Lead Management' , 'Opportunity Management' and other containing both of them and assign to users accoedingly.
Regards
Deb
[Reward Points for helpful answers]
Message was edited by:
Debasish Sarkar

Assignment of leads and opportunities by product

Hello everyone,
I need to assign leads and opportunities by product to selected personnel, is there anyway to detect more than 1 product in the lead or opportunity? This is because a lead and opportunity may have several products bundled together and it would be very repetitive for the sales person to create one lead\opportunity for each product they sell to the same customer.
Any ideas on how to accomplish this? I was initially thinking of using Books, but it allows for only field comparisons of single values and not multi-picklists. So in the end the problem still comes back to having more than 1 product in a lead\opportunity.
Hope you guys here have some suggestions. Thanks again!

Hi Venky,
Yes, the initial thought here is to use a multi-picklist; but unfortunately I don't think the assignment manager supports multi-picklists.
And yes, I would like to make it accessible to multiple people, not only one.
Basically, the process goes something like the following:-
1) Marketing obtains lead and enters into the system
2) Lead is channeled to a product manager
3) Product manager reassigns the lead to a salesperson
4) Salesperson converts the lead into an an opportunity - Product Manager should be able to view this opportunity
My question here is would the product manager still gain access to the lead once it is reassigned (salesperson is not reporting to the product manager in anyway)? And how can the product manager be able to view all opportunities which have the product he\she is in charge of?
My initial thought here is that we have to fall back on using Books?
Thanks.

Linking Surveys with Leads and Opportunities

Hi,
We have a survey associated with each lead and opportunity i.e when creating either a lead or an opportunity there is a tab on the GUI in which we can fill up the survey when creating the lead/Opportunity and then save the transaction. The survey goes to a different Infoprovider and leads and opportunity to their respectice Infoproviders.
We now want to link the survey answers to lead and opportunities. I tried infosets and there doesn't seem to be any linkage between these two . Any ideas or has anyone linked surveys to leads and survey to opportunities. Fyi we are on CRM 4.0 and BW 3.5
Thanks.

The CRM Surveys are fed into the cube 0WS_C01. If you have set the correct setting in the transaction CRM_SURVEY_SUITE, the survey results are extracted to the datasource 0SVY_DATA_1. Through the appropriate GUIDs the answers to the survey from the table CRM_SVY_ANSW (do not exactly remember the name) can be linked to the header GUID in CRMD_ORDERADM_H. (May be through the link table CRMD_LINK)
Doniv

Sap workflow ws10001011 - convert lead into opportunity

Hi
There is a workflow
There is a workflow ws10001011 which converts leads into opportunties in CRM
Can you plss tell me step by step directions to activate this workflow.
Also will a standard workflow work for - standard lead and standard opportunity transactions or if I have z lead and opportunity transaction type-will it work?
Thanks
Tarang which converts leads into opportunties in CRM
Can you plss tell me step by step directions to activate this workflow.
Also will a standard workflow work for - standard lead and standard opportunity transactions or if I have z lead and opportunity transaction type-will it work?
Thanks
Tarang

Hi,
Second alternative of using workflow would be better to convert Lead into Opportunity , once LEAD is HOT and Error free.
This workflow is standard functionality offered by SAP for requirement of converting LEAD into Opportunity.
Hope this helps,
PD

No. range skipping for leads and opportunities

Hello,
I have assigned an internal number range to leads and opportunity, which are own transaction types, i have created by copying standard ones, but it is surprising for me to see that the numbers are being skipped in random intervals.
Have any one of you have encountered this problem...what solution you applied?
Regards

Hi,
Go to trx. SNRO and change the object to no keep in buffer and select only one number.
Best regards,
Caíque Escaler

Item not copied from Lead to opportunity (SAP CRM)

Hi guys,
I think that the object of tread is explicative
But i explain my problem: when i save a lead, with a certain status (yet customized), i want to the system create with follow up document an opportunity from my lead.
If i create a lead without product the system create an opportunity very well, but if i insert a product on my lead the systema don't create an opportunity, i see that in activity tab the event raise up but the opportunity is not create.
i have cusomized the action for process type and for category of item but it doesn't work.
Anybody can help me?
Thanks in advance.
Regards,
Luca

Check:
1. if you have set proper copy control between lead and opportunity transaction type under spro>crm>transactions>basic settings>copy control for business transactions>Define Copying Control for Transaction Types (you may wana try first without checkmark "Complete reference")
2. if you have set proper copy control for ITEMS between lead and opportunity ITEM types under spro>crm>transactions>basic settings>copy control for business transactions>Define Copying Control for Item Categories (first set checkmark just for "Copy PO data")
3. if you have set any copy control for ITEMS between lead and opportunity ITEM types under spro>crm>transactions>basic settings>copy control for business transactions>Define Item Category Determination when Copying (I suggest you first try without setting any entries in this customazing for your item types)
4. what method are you using for follow-up (I ussualy use COPY_DOCUMENT method)
Regards.

Table names for lead,Activity and opportunity needed

Hi
could any one please send me the tables for lead, opportunity, activities to my mail id [email protected] kind of urgent.
And what is the table namet to extract marketing attributes from BP Master data
Thanx in advance.
Regards
vinay

Hi,
For lead, activity and opportunity table name is:
1. CRMD_ORDERADM_H - Business Transaction
2. CRMD_ORDERADM_I - Business Transaction Item
Reward points if helpful.
Shridhar
Edited by: Shridhar Deshpande on Jan 30, 2008 7:52 AM

Opportunity Management & Leads

What is opportunity Management in CRM?
& what is Leads in CRM?
Sunil

see the links:
lead management:
http://help.sap.com/saphelp_crm40/helpdata/en/5d/c1b53423ed7e47acd10f9045661e5a/frameset.htm
opportunity management:
http://help.sap.com/saphelp_crm40/helpdata/en/92/7576ab3fbb2b4898c0e7d900aede25/frameset.htm

Q&A db for warehouse management and inventory management

Hello Everybody,
i read on the help.sap website that standard as well as industry specific versions of Q&A db are available. but the website doesnt say where. i searched a lot but the links dont lead to the actual Q&A db.
i would like to request you to kindly share the Q&A db for inventory management and warehouse management with me as i need it for preparing the AS IS documentation.(preferably automotive industry but if not then even standard Q&A db is fine).
thanks a lot.
sapman.

Now QADB will not help to map the clinets requirement. Instead of QADB get AS IS information form Coreusers... thats best practice now....
Go through www.sap-img.com for further details...
Edited by: Ganti on Jul 26, 2008 7:26 AM

How to install activity and opportunity

Hi guys
can any one please tell me how to install all activity, opportunity and tealeaf contents from crm to bw
Thanx in adv

Hi,
perhaps the Best Practice Documentation on:
- <a href="http://help.sap.com/bp_crmv340/CRM_DE/html/actman.htm">Activity Management</a>
- <a href="http://help.sap.com/bp_crmv340/CRM_DE/html/opport.htm">Opportunity Management</a>
helps you.
Regards
Gregor

Governance and Data Management

Hello,
We need to know about governance and data management, from this week I am working as master data coordinator in Empresas Polar (Mass Consumer Products Industry), where the role of this function is to assure the creation and maintenance of the master data, as initial activities we are raising statistics to know the most important information of the master data in all SAP modules, and the idea is across own developments in R/3, Portal, Workflow and Tools that exist on the market to simplify Update of the information on the part of the user, we know that in SAP the information is created in different views or transactions, which makes very difficult the opportune update of the data.
I am interested to know about MDM or any tool/application which eolud help us,
I appreciate your help,
Thanks

Hi torres,
The MDM system for master data management and single-source cross-media catalog publishing does more than just database management, asset management, or even database publishing.It uses an industry-standard SQL-based DBMS as a u201Ccontaineru201D for the repository database. But then it goes much further to implement an elegant and seamless combination of many different technologies,concepts, and minute details to create a comprehensive solution to an
age-old problem.Many of the features incorporated into the MDM system are unique.
ADVANTAGES
End-to-end solution. The MDM system provide an end-to-end
solution that automates the entire process of managing master data from start to finish, including bulk data import, centralized master data management, and published output to a variety of media.
u2022 Database-driven system. MDM layers a thick shell of functionality on top of a powerful SQL-based DBMS so that the MDM system is fully scalable and the master data is fully accessible to other SQLbased applications and tools.
u2022 Large capacity. The MDM system efficiently manages master data repositories containing up to millions of records.
u2022 Superior performance. MDM breaks through SQL performance
bottlenecks to deliver blazingly fast performance that is measured in milliseconds rather than seconds and is literally 100u20131000 times that of a SQL DBMS alone. No other system on the market today delivers comparable performance.
u2022 Powerful search and retrieval. All of the MDM modules include
powerful search and retrieval capabilities, so that an entire repository of thousands or millions of items can be easily searched and any item or group of items located in a matter of seconds.
u2022 Cross-media publishing. The MDM system is the only one on the market today that includes tightly integrated functionality for both electronic and printed output, for Web, CD-ROM, and paper output from a single MDM repository.

Populating Status field in Opportunity management

Hi All,
I need to populate my own values in Object status list box in opportunity management(CRMD_BUS2000111).Is there any way to fill these values.It would be great helpful to me if u have any solution for this

hi Rekha,
just create a new status profile via like Rekha said : SPRO -> SAP Reference Image -> CRM -> Transaction -> Basic Settings -> Status Management -> Define Status Profile for User Status
just create new status profile and fill the status that you like to have.
don't forget to choose the object types CRM Oder Header for the new status profile.
and save it
after that you need to assign the new status profile to your opportunity transaction type and save it.
after that try to testing it, i think it will works
hopes it helps
cheers

Opening balance upload in Leading and NOn leading ledger.

Hi All.
We are in the phase of opening balance upload. We are using Leading and Non leading ledger concept. Our Leading ledger starts on 29th of March 2009 as per UK reporting and Non leading ledger starts from 1st April to 31st of March as per India reporting.
We were going to upload the opening balance as on 22nd of Nov as per UK reporting. But here We stuck because as per India reporting our 2008 fiscal year has been closed on 31st of march 2009 also financial books has been closed. But due to UK reporting we are carrying 29th to 3st march 2009 P&L balances in Leading ledger which has been considered in the India Balance sheet ( has come in Profit and Loss Account).
Here I am not able to understand that how I should upload the 29th to 31st march P&L balances in leading ledger because if I will upload these through F-02 or FB50 BDC than these will effect the India balances also. If I am using the FB01l or FB50L to upload the Non leading ledger balances, than system is not allowed me to upload the balances in open item management accounts. System prompt me following message.
Postings to G/L accounts with open item management are not permitted
Message no. FAGL_POST_SERVICE012
Diagnosis
You use G/L account 213702 in company code 7041 with open item management. However, postings are not permitted to G/L accounts in individual ledgers with open item management.
Procedure
If you have not yet made any postings to this account and if the account is to be used for closing processes in non-leading ledgers, deactivate the Open Item Management indicator in the company code data for the G/L account.
Can any one tell me that how I can Achieve the same with correct P&L affect in Leading Ledger and correct effect in Non leading ledger Profit and loss account.
Appreciate your immediate response.
Many thanks

Hi
If your problem is solved, can you please let me know the solution for upload of customer, vendor and other open GL items in Non Leading Ledger.
Regards
Sourabh

Lead and Opportunity management

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