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Lead&Oppurtunity Management

hi,

can anyone help me out about lead & oppurtunity mgmt process and the steps involved in it.its bit urgent.

thanks & Rgds,

Rajashekar...

Edited by: Rajashekar Reddy on Jan 7, 2008 6:21 AM

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    author's profile photo Former Member
    Former Member
    Posted on Jan 07, 2008 at 06:16 AM

    Hello Rajasekhar,

    Leeds are terated as Transactions in CRM.

    Leeds are an important phase in any sales cycle, they have various states associated with them.

    1)Qualiication level(Hot, Warm, Cold)

    2)Lead group priorities and origins.(can be configured in IMG)

    3)Work flow setting for lead Management.

    (This means that once the Lead has reached a state as 'HOT'

    the work flow is triggered that will send the Workitem to the inbox of the Sales Employee where he can either accept or reject)

    4)Communication Channel Settings

    5)Leed Questionnaires.

    6)Assign Qualifaication level to qustionnaire.

    7)Determination level of Questionnaire

    8)Transaction types

    9)Copy control of Transaction Types.

    sent you docs to your mailid.

    Please assign some points.

    regards,

    Muralidhar Prasad Chatna

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 04, 2008 at 05:55 AM

    Hi Rajashekar,

    Give your email ID. I will send you the documents to understand lead and opportunity management.

    Thanks.

    Sindhu.

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 04, 2008 at 06:30 AM

    Hi Rajashekar,

    Please have a look at the standard process of Lead and Opportunity Management.

    http://help.sap.com/saphelp_crm50/helpdata/en/f4/736b41afa8fa6de10000000a155106/frameset.htm

    Regards,

    Johnny.

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 04, 2008 at 03:29 PM

    Hi

    Can you exatly specify what you need in Lead and Opportunity.

    Regards, Masthan

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