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Lead to Quotation

Hi Experts,

In SAP CRM 7.0 sales, can we directly create a quotation from lead transaction. I do not want to create opportunity in between.

rgds,

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  • Best Answer
    Posted on Nov 20, 2011 at 11:36 PM

    dear friend,

    yes, we can

    spro->customer relationship management->transactions->copying control for business transactions->

    define copying control for transaction types

    you can try to create an entry LEAD -> AG (source tr. typr-> tgt tr. type)

    adjust items control as well

    good luck!

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