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I have a two questions regarding Sales Leads

1. I have read the suggestion to uncheck Sales Lead Management (obsolete) in scoping, so I do not have this scoping activity checked. However, I still see under Sales: Sales Leads and Leads. My users will be confused. I tried to hide Sales Leads but it appears it is not possible under adaptation to hide this menu option. Any suggestions on how to remove "Sales Leads" menu option under Sales?

2. I do not have the option to convert a Marketing Lead to a sales lead.

Thank you in advance for your assistance!

Gina Cowart

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1 Answer

  • Nov 09, 2016 at 04:54 AM

    Hi Gina Cowart

    Please do find the comment

    1.Removal of sales lead facet

    Go to your business role in which your business user id is assigned and open the sales work center node under the work center and view assignment tab and deselect the sales lead (ID COD_MARKETINGLEAD) from your business role.

    2.Converting the lead to sales lead

    Leads cant be converted to sales lead using standard functionality

    Check the below link for more details about the obsolete sale leads



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