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author's profile photo Former Member
Former Member

Creating Lead automatically after BP creation

Hi Gurus

Here is the scenario. Our client has his own website. Whenever a customer opens the website and gives his details and select submit button, automatically a lead must be created. Is it possible. Please give me some approaches. Here are some approaches I knew

1. Making the customer to register directly in BP page which is linked to clients web portal. In this way a BP is created. Then we can ask the ABAP personnel to write a program to automatically create a lead.( is it possible).

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 22, 2013 at 02:09 PM

    Hi Naveen,

    You could also create a target groups of Business partners created on day X and generate leads with the use of marketing tools such as campaign automation.

    Just an idea

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  • Posted on Aug 22, 2013 at 11:12 AM

    Yes , this is possible.

    You can also use the Actions or CRMV_EVENT concept to create the lead automatically once a BP is created.

    Hope it helps.

    Thanks

    Kumar

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  • Posted on Aug 24, 2013 at 07:10 AM

    Hi Naveen,

    This requirement can be easily done through Action Profiles.

    Create a Z action profile through wizard; and there is a standard action available to create follow-up transactions.

    You will just have to give the parameter "PROCESS_TYPE" where the value will be the Lead transaction type.

    On saving the BP automatically Lead will be created.

    Hope this helps.

    Regards,

    Swagi

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    • Former Member

      Hi Swagi

      Thanks for the reply. Would u please elaborate hoe to configure the action profile. Because in this case the BP created by an interface with external system. Its not created manually. Appreciate ur help

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