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.

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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.
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Is there a provision in lead management to make the fields mandatory so that lead number is not generated without filling the mandatory fields/ as it is in business partnerm using field groupings in customizing (eg. without submitting address proof BP number is not generated)

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).
So in my opinion just guid is generated but not saved in database, until this BADI allows to save.
Regards
Radek

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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
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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
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Kind regards,
KZ

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.
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        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 ?????

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Hello Kaushal,
I have configured the CRM business package on my portal.
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Any idea,
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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.
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- Jas

Hello Jasendu,
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[Reward Points for helpful answers]
Message was edited by:
Debasish Sarkar

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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Subbaraju

To see only your transactions use auth. object CRM_ORD_OP.

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"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
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question for an
> asp.net
> site, but figured someone in the flex/flash camp might
have figured out
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> do it.
>
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look for an answer
> here
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using Flex.
I'd look at using ExternalInterface to fire of the js methods
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Tom

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I am planning to use Alert Manager for sending out email in case if there is any locks in the database. I am not able to find a way to send a mail only when there is a lock in the database.
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regards,
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Hi chandu,
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Customer Relationship Management -
Basic Functions -
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Thanks and regards
Chandra mohan
Reward points if it helps

Lead Management

Hi,
I have an issue with Lead transaction, there are 4 qualification levels and at each qualification level an activity is triggered
My requirement is that until and unless the 1st activity triggered from Qualification level 1 is closed the lead document should not allow the next qualification level to be set.
Is there any way this can be done through configuration or I need to do it programatically.
Regards,
Amit

hi AS
have u tried using the schedule condition in which u may have tested the qualification level of the l;ead according to which u might have call ur lead activity by executing the action.
for ex:
&BUSINESS OBJECT.QL& = hot or cold(status level)
and then call lead after this .
i guess this may help
because i have done the same for the activity transaction .
regards
ashish

Lead Management Validations - PCUI

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