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Lead Distribution Method: Manual Employee Selection

Hello,

on CRM 7.0 EHp 2, I want to assign a new Responsible Employee to set of Leads using the Distribution Method "Manual Employee Selection" as follow:

Step 1: Search and Select the Leads in the Search Tool => Click on Distribute

Step 2: Select an new employee responsible and click on "Update" => nothing happens.

Any idea why it does not work? Am I missing anything in customizing? Is it a bug worth an OSS message?

I know that I could either

* use the "Change recipient" (one-by-one)

* use a distribution rule to achieve the same

but they are not as handy nor straight forward for the end-user.

Thank you for any feedback and regards,

Didier

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2 Answers

  • Best Answer
    Posted on Dec 15, 2015 at 02:34 PM

    Hello,

    please check the following wiki page:

    Lead Management - CRM - SCN Wiki

    I guess the key for solving this issue is the partner determination procedure. Is the employee responsible to be changed flagged as changeable? Can the employee be changed directly from the lead?

    best regards,

    Johannes

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 20, 2016 at 12:10 PM

    Hi,

    Go to CRM-->Basic Function-->Partner Processing-->Partner Determination Procedure

    • Select the Lead Partner Determination Procedure
    • Select the Partner Function "Employee Responsible "
    • Tick on "Changeable" Flag ,Save change in Transport request.
    • Go To Web UI on Lead search.
    • Select the Number of Lead from search to be distribute to other Employee.
    • Click on "Distribute ' and select "Manual Employee Selection" as Distribution Method
    • Select the Employee Responsible to whom lead to be distribute
    • Click Update.
    • Employee Responsible has been updated in all lead document.

    Cheers!!

    Rajesh


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