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How to create a Visit from Lead in SAP C4C?

Former Member
0 Kudos

Hi,

After the 1705 release of sap c4c, we can create a Visit from a lead.

I am trying to test the functionality but not able to get it. Can anyone explain this.

Accepted Solutions (1)

Accepted Solutions (1)

loganathan_p3
Contributor
0 Kudos

Hi,

Open the required lead and make sure that the Visits pane is visible under the Activities facet of the Lead.If not use KUT or Personalize and make that pane visible so that you can create visits for the respective leads

Regards

Logan

Former Member
0 Kudos

Hi,

One more thing I want to know. Can we create a Visit from lead by the visit WOC also. because I tried creating a visit through Visit WOC but there is no field to enter the lead details and create.

loganathan_p3
Contributor

Hi

In 1705,we have provision to assign an opportunity to sales quote but im not sure whether this option is available for leads and visits. So raise a ticket and get the response from SAP itself.

Regards,

Logan

Former Member
0 Kudos

OK . I have raised an incident with SAP.

Thanks

loganathan_p3
Contributor
0 Kudos

Hi

Make sure you update the SAP response here so that it will be useful for others as well

Regards

Logan

Former Member
0 Kudos

Sure. I will do that

Answers (2)

Answers (2)

Former Member
0 Kudos

Hi,

SAP has replied on the incident.. Their reply is as follows

"You are right in 1705 we have a new feature where user will be able to create visit from a lead in activities facet. This action is only available from lead screen and user can not do this from visit WOC.

** Observation **

If you have a business requirement which needs to change this system behavior we recommended you to provide this feedback in Cloud for customer Ideas forum https://ideas.sap.com/SAPCloudforCustomer.

This forum is monitored directly by our Product Management and they will be able to assess your requirement for feasibility to be added this in the product."

Former Member
0 Kudos

Hi Loganathan,

Thanks for the answer.