Lead to Opportunity conversion

Hi Guys,
We have new CRM online system. I have created a custom lead type by copying the Lead transaction type. When I create a lead and assign status "hot" & priority "very high" isnt it supposed to create an opportunity automatically? Or atleast it should send a workflow to the sales rep to manually create an opportunity. None of that is happening. Am I missing any settings for this?
Ani

Hi,
I found these links to be very helpful. Look for the section on OpptMgmt Instal/ config guides. I havent tried it out, but step by step guidance is available.
Best Practices: http://help.sap.com/bestpractices/crossindustry/crm/v240/html/index.htm
Hope it helps.
Janakiram

Similar Messages

  • Lead to Opportunity Approach using BADI

    Hi Gurus,
    I am working on Lead to Opportunity conversion requirement based on few conditions.
    Condition 1: Lead status is HOT
    Condition 2: If Channel Partner exists in Partner tab.
    If above two conditions are met, we are triggering Opportunity from lead as followup and changing the lead status to close, lead reason to close to oppotunity.
    Is this requirement able to implement through BADI? I am thinking of using ORDER_SAVE BADI and call another BADI or BAPI to create opportunity if above two consitions are met.Is it possible to implement above functionality?
    Please guide me...Thanks in advance.
    Cheers,
    Ajay

    Yes I agree with you...But using Copy Control user has to perform the opportunity creation manually...I need automatic creation of Opportunity from Lead based on few conditions.
    With Conditions...I don't think we can change the status and reason in Lead..If possible Can you explain the process?
    I am thinking of three approaches:
    1) Workflow
    2) Actions - Ruled out as per my knowledge
    3) Calling BADI or BAPI from ORDER_SAVE BADI.
    If you have any experience, plese guide me.
    Thanks,
    Ajay K

  • 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.
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    To see only your transactions use auth. object CRM_ORD_OP.

  • Sap workflow ws10001011 - convert lead into opportunity

    Hi
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    Hi,
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  • Lead to Opportunity

    Dear Friends,
    I would like to trigger a opportunity from a lead if the status of the lead become " WON"
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    Is there any work flow from Lead to Opportunity which does not use actions and based on the events which are triggered based on user status.
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    Thanks for your reply and the help.
    I have removed the action type and definition and created it again.
    &CRM Lead.User Status& = E0003CRMLEAD (CRMLEAD is the Status profile used for the lead transaction type)
    is it Right?
    But at the time of creating the lead the system gives an error "The necessary processing parameter PROCESS_TYPE is missing" and the action looks Red In color.
    I checked the parameter maintained in transaction - Crmc_action_def
    Structure - CRMD_ORDERADM_H
    Field - PROCESS_TYPE
    the initial value is ZOPT.
    and the properties ( import & mandatory) tick mark.
    I feel i have done some error in parameter definition only.
    While defining T.code ( CRMC ACTION CONF) start Conditions what should I configure at the parameter?
    I have done this
    Object type - BO Object Type
    BUS2000108                       CRM Lead
    (Properties- Import and Mandatory ) Tick.
    Could you please check whether i have defined the correct conditions and kindly revert if there are any changes required.
    Does the BADI COPY_DOCUMENT requires an English Language as i have changed the same and it is showing as language German?
    Package            CRM_ACTION_IMPL
    Language           DE German
    Regards,
    Satish
    Thanks,
    Satish
    Kindly throw some light on this.
    Thanks,
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  • Lead to Opportunity workflow

    Hi Guys,
    We have new CRM online system. I have created a custom lead type by copying the Lead transaction type. When I create a lead and assign status "hot" & priority "very high" isnt it supposed to create an opportunity automatically? Or atleast it should send a workflow to the sales rep to manually create an opportunity. None of that is happening. Am I missing any settings for this?
    Ani

    Hi Ani,
    I know this is too late. I seacrhed forum as I need some more details on this.
    The standard workflow WS10001011  for Lead to Opportunity creation should be activated for this. Please refer to the link below
    http://help.sap.com/saphelp_crm40/helpdata/en/b4/5576d40037db419df42bdf18ee8503/frameset.htm
    We are about to start the work on this. Please let me know the details and any other challenges you have experienced if you have completed this already.
    Thanks,
    Raj
    Thanks,
    Raj

  • Lead to Opportunity Error

    Hi all,
    When I tried to Qualify the lead to opportunity I was getting error like

    Hi all,
    When I tried to Qualify the lead to opportunity I was getting error like

  • Standard Workflow - Lead to Opportunity -Issue

    Hi All,
    i am working on stand alone CRM 5.0. the standard workflow  WS10001011 (Lead to Opportunity) does not have complete workflow definition , it has only the event start, it does not have other steps in the workflow  .is there any sap Notes or batches which address this issue.
    Thanks in Advance
    vels

    Hi,
    I saw our system which is CRM4.0.
    I found some steps like below.
    Task:TS10008156,TS10008154,etc
    Pls check these Tasks.
    Regards,
    Yohei

  • 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

  • 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

  • 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.

  • Multiple Leads, One Opportunity

    The Opportunity page contains a Lead related list. This implies multiple Leads can be related to an Opportunity. I've not found a way to associate more than a single Lead to an Opportunity.
    This is a real world situation. You receive Leads from five people at the same company about your product/service. You convert the first Lead into an Opportunity. Attention then moves to the second Lead. Is the user expected to first review Opportunities for the company to be sure there isn't an existing Opportunity for the given product/service? If one is found, the user converts the Lead, but chooses to NOT create a new Opportunity.
    What I expect will happen is that the user will fail to check for an existing Opportunity (it takes a lot of clicks) and convert the Lead into a new Opportunity. Now, we have two Opportunities - one being a duplicate. This continues and you have five Opportunities when only one is necessary.
    Is there a way on the Lead conversion page to search for an existing Opportunity for the given Account? Perhaps some configuration has occurred on my instance.

    At this time there is no way on the lead conversion page to search for an existing opportunity for a given account. Please submit a SR to customer care on this issue.

  • Error in workflow Lead to Opportunity

    Hi,
    I am using BB guide to customize Lead. Completed all the steps mentioned in the BB guide to start the standard workflow WS10001011 but getting following error while testing it. Pl guide how to resolve this issue?
    Error processing following event linkage:
    BUS2000108 ATTRIBUTECHANGED WS10001011
    Following error occurred:
    WD 274
    WS10001011
    Message text:
    Workflow definition of task 'WS10001011' cannot be activated
    Event container appended as attachment.
    Event linkage with errors deactivated.
    Regards
    Ambar Adhav

    I have completed following procedure to activate this workflow as mentioned in BB guide, pl guide if something more is required
    Process of WS10001011
    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.
    Procedure
    1.     Access the activity using one of the following navigation options:
    Transaction code     OOCU
    SAP CRM IMG menu     CRM  Basic Functions  SAP Business Workflow  Perform Task-specific Customizing
    2.     Choose application component abbrev. CRM-BTX-LEA
    3.     Choose Activate event linking (if not activated already).
    4.     On the Event Linkage: Triggering Event screen expand workflow 10001011
    5.     Activate the events CRM Lead Attribute Changed and CRM Lead SetErrorFree.
    6.     Choose Assign Agents.
    7.     Assign the sales rep to the Tasks TS 10008152 and TS 10008153 and WS 10001011 by positioning your cursor on the relevant task and choosing Create agent assignment.
    8.     Select Object Type User and press Continue.
    9.     Select the sales rep SALES_REP using the dialog box and then choose Generate.
    10.     The sales employees are now assigned to the chosen task.
    11.     Repeat this procedure for the 2nd and 3rd task as well.

  • Prices not showing up during creation of Lead to opportunity

    hello all,
    iam working on CRM2007,i have a created a Hot lead and i have a follow up creation of opportunity
    for the hot lead,during this process my product data has been copied from the lead but  neither Net Value nor the Expected total value is showing up in the Assignment block for the Item in that opportunity,
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    do i have to make any customizing setting for this.
    helpful answers will be rewarded.
    regards
    chandrashekar

    Hello
       Have you maintained the Pricing procedure for the Business Transaction for the required Organization, Document pricing procedure and Customer Pricing procedure?
    Regards,
    Sowmiya

  • Convert Lead to Opportunity - ZMSPick_0 Required Field.

    I'm trying to convert a lead (manually created) to an opportunity and am recieving a ZMSPick_0 Required Field. How do I determine which fleld ZMSPick_0 is referring to?
    I did a search on the knowledge base for this field name with no luck.

    Hi, Going by the name it could be one of the picklist fields which is set as mandatory. So you can check for the same to fix the issue
    -- Venky CRMIT

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