Skip to Content
0
Former Member
Aug 11, 2011 at 09:21 AM

Prospect is not transfered when creating a new lead out of assigment block

16 Views

Hello,

in SAP CRM 2007 I try to create a new lead out of the assignment block u201CLeadsu201D in the account overview. After choosing u201CNewu201D the input form for a new lead is opened, but the account information is not transferred into field u201CProspectu201D, so that I have to fill the prospect manually.

In contrast when creating a new opportunity out of the assignment block u201COpportunitiesu201D the account information is transferred into field u201CProspectu201D of the new opportunity.

Has anyone an idea, how to transfer the account information into a new lead?

Regards,

Jan