01.

Create Lead
a. Use transaction Code :/nCRMD_BUS2000108 to create lead in the SAP GUI screen
Click on business Transaction Menu Click Create



Select lead : General Lead from dialog


Click create


Enter all the information available for the lead in general data tab and click on
In the Partner screen we mention all the business partners involved for example employee
following the lead , contact person on the prospect side, middleman or organization involved,
channelpartners etc.


After maintaining the business partner s involved click on Text



Write all necessary information as note or you can load up a local document text by clicking on
and click on the organization tab
Maintain the organization responsible for handling the lead


Anc d click on Products tab



Click on evaluation tab


Answer all the questions in questionnaire
And click on action tab

And click on attachment



and then click save


Customising a Lead Management WorkFlow Using SAP Reference IMG
Use transaction Code > SPRO



Define lead Qualification Levels



Create any number of levels for example creating a super hot level click on new entries


Key in the description and save and check if the level is visble on the lead screed
Use transaction Code CRMD_BUS2000108
Check on the Lead qualification Level


Similarly create lead groups , origin and priorities

Define user status profile



Click on define status profile for user status


Click on Create


Click continue
Select the profile we created and click on details

Create all the status required


For all the statuses define objects types which will get affected for this status profile click on
select the object types

save
go back to the user status
select the user status and define the business transaction rules by double clicking or by
selecting details


Click on create this will laod all the business transaction based on the object type selected


Save



Save .
similarly define all status based business transaction authorization