Lead Management - CRM 5.0

HI gurus,
I have 4 questions:
1. What is the lead user exit (if it exists)?
2. What is the correct mapping for CRMXIF_ORDER_SAVE associated to "status" field?
3. What is the table which contains texts (description or note)?
4. How can I valorize new custom fields added on the table CRM_JCDS?
Thank you in advance.
Best regards.
Nicola.

Here are the answers:
1. use badi CRM_LEAD_H_BADI
2. code sniples for status...
              lt_data_item-status-datax = 'X'.
              lt_status_data-status = it_item-status.
              lt_status_data-user_stat_proc = 'ZNA_ZTEP'.
              lt_status_data-active = 'X'.
              lt_status_data-input_fields-status = 'X'.
              lt_status_data-input_fields-user_stat_proc = 'X'.
              lt_status_data-input_fields-active = 'X'.
              INSERT lt_status_data INTO TABLE lt_data_item-status-data.
3. You can use READ_TEXT function module to read long text. Every text in SAP has its own ID and NAME, by passing these parameters into the READ_TEXT function, you can get all the text in the SAP long text object. If you need table, then look in STXH.
4. What would you like o do?

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IC WebClient (lead managment)

Hello expertise I'm working on CRM 5.0 IC WebClient, I'm facing a problem in the Webclient that
When I'm trying to create a lead I got an Error Message that the <b>Business transaction dose not supports lead</b>.
Thanks
<b>Khaled Fahim</b>

Hi Friend,
Lead Management
Leads facilitate your companys chance to make business. With the help of leads, you can provide a streamlined link between marketing and sales, so as to accelerate the process between first interest and sales. Leads do not provide you with complete details of potential business opportunities, but they can help you to find out more about a potential business.
Lead Management is designed to help automate the initial pre-sales process, freeing up your sales department to focus on the most valuable prospects and opportunities. By deploying lead management processes, you can:
        Improve both your response rates to customer requests and your understanding of customer needs
        Create high-quality leads and increase your revenues
        Streamline the capture, distribution, and qualification of leads across a multitude of channels through systematic and efficient tracking of the progress of those leads. This is achieved through a process of closed-loop monitoring, thereby allowing your sales organization to improve close rates with reduced sales time and cost.
        Use strategic reporting functions to measure the success of leads with Lead Management, and to support medium to long-term decision-making. Strategic reporting is performed in the Business Information Warehouse (SAP BW).
        Facilitate various roles such as Lead Manager, Lead Qualifier, Channel Manager, Partner Manager, and Partner Employee. Your interaction center agents or sales representatives can also use this feature.

How to create Oppertunity doc automatically after lead in CRM SALES

Hi,
how to create oppertunity doc automatically after creating lead in crm sales
Thanks7regards
kishor kumar

Hi Kishore,
Create SAP Business Workflow for Opportunity from Lead
Use
A lead is a business transaction that describes, stores, updates, and manages the potential business interests of a business partner, and the interactions based on this over a period of time. The goal is to provide the "sales" area with the information gained in the lead, in order that it can be used as a basis for deciding whether to create an opportunity.
The information gathered in the lead is transferred to the "sales" area via the workflow "create opportunity from lead".
In the workflow, you decide whether the opportunity is generated manually or automatically.
If the lead-specific attributes Priority and Lead group fulfill specific criteria, the workflow automatically generates an opportunity. Otherwise, the workflow sends a work item to the sales employee responsible, for manual creation. Once he has checked the data in the lead, the sales employee can either reject this lead or create an opportunity from it.
The workflow is automatically started when the lead is saved.
The sales representative entered in the lead is first taken as the sales employee whose task it is to create the opportunity based on the information in the lead. This person can be determined using partner determination in CRM, depending on the prospect in the lead, and can, for example, be a manager of a sales area. If no sales representative is entered, the workflow takes an organizational unit assigned in the workflow template, and sends the work item to all users assigned to the organizational unit.
Prerequisites
u2022     The type linkage for the start events AttributeChanged and SetErrorFree for the workflow WS10001011 are deactivated as a standard procedure, and, if you wish to start the workflow template, they have to be activated again in Customizing. The workflow task processors must also be maintained. In Customizing, choose Customer Relationship Management  Basic Functions SAP Business Workflow  Perform Task-Specific Customizing.
u2022     The workflow template uses the user statuses SAAC (accepted by sales) and SARE (rejected by sales) of the status profile CRMLEAD. If you have defined several user statuses, the data flow for task TS10008154 (set status) must be adapted accordingly.
u2022     When the opportunity is created, the workflow template uses the opportunity transaction type OPPT. If you have defined several transaction types for the opportunity, the data flow for task TS10008151 (create opportunity) must be adapted accordingly.
u2022     If the sales employee rejects the lead, the workflow resets the qualification level to value 02 (warm). If you have specified your own qualification levels in Customizing, you need to adapt the data flow for task TS10007918 (change qualification level) accordingly.
Process of Workflow WS10001011 (create opportunity from lead)
The workflow "create opportunity from lead" is started when a lead is saved with qualification level Hot and status Error-free. The system uses the lead-specific attributes Priority and Lead group to check whether an opportunity can be automatically created, or a sales employee first needs to decide. If the sales employee decides that an opportunity can be created, the lead status is set to "accepted by sales", and an opportunity is created in the background. If necessary, this is forwarded to the sales employee to check. If the sales employee rejects the lead, the lead status is set to "rejected by sales", and the initiator is informed by mail.
The workflow is ended if no opportunity is created and
o     the lead is deleted or
o     the qualification level of the lead is changed to a value other than Hot or
o     the status of the lead is changed to a value other than Error-free.
Path for the workflow:
==> SPRO
==> Customer Relationship Management
==> Basic Functions
==> SAP Business Workflow
==> Perform Task-Specific Customizing
Select the Application Componenet Abbrevation as CRM and expand
Select CRM-BTX and expand
Select CRM-BTX-LEA and click on Activate event linking and acivate workflow WS 10001011
It may helps you
Regards
Narayana

Lead Management Validations - PCUI

Hi, I am creating new fields for Lead Management and I did this using the easy enhancement workbench, now I need to make some validations on the data from those fields based on data on other fields from the lead.
Is there a BADI I could use for this? Or is there a better way to do this than using a BADI?
Thanks a lot for your cooperation.

Hi Felipe, regarding your question, when would you like these validations to take place and how would you like the results of these validations be presented? When you want these validation being performed at runtime, e.g. after pressing enter and the results to be displayed in the message subscreen at the top of the screen you should have a look at the following IMG path: CRM -> Basic Functions -> Incompleteness. For 'simple' validations you can define custom procedures and for more complex validations you can use the second option in that path. In the case these validation should occur upon save, have a look at BAPI 'CRM_LEAD_H_BADI ', method 'CRM_LEAD_H_CHECK'. Hope this answers your question, Tiest.

Lead managment

What is lead managment in CRM?

Hi Friend,
Lead Management
Leads facilitate your companys chance to make business. With the help of leads, you can provide a streamlined link between marketing and sales, so as to accelerate the process between first interest and sales. Leads do not provide you with complete details of potential business opportunities, but they can help you to find out more about a potential business.
Lead Management is designed to help automate the initial pre-sales process, freeing up your sales department to focus on the most valuable prospects and opportunities. By deploying lead management processes, you can:
        Improve both your response rates to customer requests and your understanding of customer needs
        Create high-quality leads and increase your revenues
        Streamline the capture, distribution, and qualification of leads across a multitude of channels through systematic and efficient tracking of the progress of those leads. This is achieved through a process of closed-loop monitoring, thereby allowing your sales organization to improve close rates with reduced sales time and cost.
        Use strategic reporting functions to measure the success of leads with Lead Management, and to support medium to long-term decision-making. Strategic reporting is performed in the Business Information Warehouse (SAP BW).
        Facilitate various roles such as Lead Manager, Lead Qualifier, Channel Manager, Partner Manager, and Partner Employee. Your interaction center agents or sales representatives can also use this feature.

BP requirements for Lead Management ?????

Hello everyone,
We need to understand the BP requirements for Lead Management.
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In case anyone can send me the supporting documents please.
Its urgent.
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Hello Kaushal,
I have configured the CRM business package on my portal.
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Any idea,
Why these errors are appearing. I feel my system properties may be incorrect.
Please help.
Thanks in advance,
Samta

Lead Management authorization issue

Dear Exports,
We have configured CRM 2007 web-ui lead management for our client,while creating lead we have given some menditory fields after entering these field if my user want to enter some notes it is not allowing.
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Regards
Subbaraju

To see only your transactions use auth. object CRM_ORD_OP.

LEAD MANAGEMENT- how to make fields mandatory

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Hi
I dont know Kai's solution but it could be good.
If you want to deal with badi you can use its method CHECK_BEFORE_SAVE, and in it
if some fields are not filled you can write: RAISE do_not_save.
Document won't be saved then.
I checked in my system, and guid is generated (perhaps it is just generated by special FM, but you can not find it
in any of tables like crmd_orderadm_h or crmd_order_index).
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Regards
Radek

Requirements for lead management system in sap sd

hii
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no

Lead management business process

Hi gurus,
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points will be rewarded,
regards,
prabhu

Hi Prabhu,
Sounds to like you should have a look at the standard SAP best practices scenario and config guides at http://help.sap.com/content/bestpractices/crossindustry/bestp_crossindustry_crm.htm
For lead management (and follow-ups) configuration please specifically check the marketing processes:
http://help.sap.com/bp_crmv250/CRM_DE/html/C30_EN_DE.htm
http://help.sap.com/bp_crmv250/CRM_DE/html/C60_EN_DE.htm
Hope this helps you further.
Kind regards,
KZ

How to create / Insert Leads in CRM On Demand using WSDL in Bpel

Could any one suggest how to create/insert leads in CRM On Demand through Bpel.
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<remoteFault xmlns="http://schemas.oracle.com/bpel/extension"><part name="code"><code>Server</code>
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<siebelf:logfilename xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">siebel.log</siebelf:logfilename>
<siebelf:errorstack xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:error xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:errorcode xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">(SBL-EAI-04421)</siebelf:errorcode>
<siebelf:errorsymbol xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/"/>
<siebelf:errormsg xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">Cannot perform NewRecord on the business component 'Lead'(SBL-EAI-04421)</siebelf:errormsg>
</siebelf:error>
</siebelf:errorstack>
</siebelf:siebdetail>
</detail>
</detail>
</part></remoteFault>

Could any one suggest how to create/insert leads in CRM On Demand through Bpel.
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<remoteFault xmlns="http://schemas.oracle.com/bpel/extension"><part name="code"><code>Server</code>
</part><part name="summary"><summary>Cannot perform NewRecord on the business component 'Lead'(SBL-EAI-04421)</summary>
</part><part name="detail"><detail><detail>
<siebelf:siebdetail xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:logfilename xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">siebel.log</siebelf:logfilename>
<siebelf:errorstack xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:error xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:errorcode xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">(SBL-EAI-04421)</siebelf:errorcode>
<siebelf:errorsymbol xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/"/>
<siebelf:errormsg xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">Cannot perform NewRecord on the business component 'Lead'(SBL-EAI-04421)</siebelf:errormsg>
</siebelf:error>
</siebelf:errorstack>
</siebelf:siebdetail>
</detail>
</detail>
</part></remoteFault>

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
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Regards
Deb
[Reward Points for helpful answers]
Message was edited by:
Debasish Sarkar

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We were looking at some BPMN / Case Management tools for a POC. In short we already own a few licenses of Lombardi and decided to put OPA behind it.
I was floored when Lombardi couldn't discover OPA web services. The problem is Lombardi's lack of support for all things standard in web services.
But what other BPMN / Case Management / CRM tools have people successfully integrated with OPA even for a POC? Specifically what tools have been integrated with the OPA 10.x web service interfaces?
Obviously Siebel works... Do people in this forum have any other experiences they can share?

Hi Paul, looks like you didn't get many takers from the crowd here.
In general the following are known to work well for consuming OPA web services:
* Oracle Fusion Middleware (of course)
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* Custom .NET client applications
* Tibco
* IBM Websphere
I'm sure there are many others that people have used in practice.
The ones listed above are certified for various versions as being capable of consuming OPA web services. See slide 10 of the system requirements presentation, here:
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Davin.

Siebel Lead Management

I wanted some basic info on Siebel Lead Management. Please let me know the links i can refer to.

Mark,
Please check if document below is helpful:
http://download.oracle.com/docs/cd/E14004_01/books/AutoDlrSIS/AutoDlrSISWarranty.html#wp1004801
Thanks,
Wilson

Integration of Flex with Aprimo Lead Management

Has anybody worked on integrating Adobe Flex with Aprimo Lead Management? If so,how can it be done?

"jonpor" <[email protected]> wrote in
message
news:gbj914$ct$[email protected]..
> If you do any asp.net you've probably seen and used an
updatepanel. You
> are
> right, it is AJAX. An "updatepanel" is an asp.net
control that
> encapsulates the
> AJAX functionality to do partial page postbacks in
Asp.net. With an
> updatepanel, you can trigger ajax postbacks on parts of
a page (whatever
> is in
> the updatepanel). Problem I'm having is when I trigger
an update on the
> client
> side, it is triggering 'the whole page' to update,
rather than only
> posting
> back what is in the panel. This is probably a better
question for an
> asp.net
> site, but figured someone in the flex/flash camp might
have figured out
> how to
> do it.
>
> Since I'm putting Flex in Asp.net, figured I'd try to
look for an answer
> here
> rather then getting flamed on a Microsoft board for
using Flex.
I'd look at using ExternalInterface to fire of the js methods
that run the
AJAX.
HTH;
Amy

Lead Management - CRM 5.0

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