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Lead Management Business Process

Hello Everyone,

I am assigned to configure the lead management business process at the client where I work and I dont have prior experince in that.. just wondering if anyone can please help me providing me a end to end business configuration document.

note: I already have the busines process documents from Service market place and, what I am looking for is configuration documents.

Appreciate your help


Former Member
Former Member replied

Dear mareddy,

You can learn lead management process yourself only. just copy any standard lead transaction and create a new one.

The import parts of the Lead transction are:

Partner functions

Partner determination procedure

Acess scequence

Acess Rules

Status profile

Date profile

Org determination profile

Action profile.

You can go through the customizing of these steps.

Hope this helps.

best regards


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