Business Case: There are no insights currently on when a user is closing a lead. Also, there is no option to report Lead close rates.
Current Status: Automatic end-date update via Workflow can only be accomplished by adding new
Workflow rules to the system on every save, which would negatively affect C4C's performance.
Expected Status: When a lead is set to status Closed/Converted/Declined, the system should
immediately set this close date.
The End date for a lead gets automatically set to the current date when a lead moves to ‘Converted’ or ‘Declined’ status.
Step 1: Business configuration needed in Sales → Lead Management → Leads.
Step 2: Tick question: “Do you want to automatically set the end date of a lead to the current date once the lead life cycle is set to Declined / Converted?”
Go To Lead work center → Click on + Icon → Fill Details → Save and Open
Lead has been created with automatically sets the end date has 27th Oct 2023.
Lead is converted to the opportunity.
Once the Lead is converted the End date is 27th Sept 2023.
We can identify the conversion changes in the ‘Change’ Tab. We can also identify ‘End Date’, ‘Status’ related changes in this Tab as shown in below image.
Go To Lead work center → Click on + Icon → Fill Details → Save and Open
Lead has been created with automatically sets the end date has 27th Oct 2023.
We can change the Status of lead to ‘Declined’ as show in below image.
Once the Lead Status is changed to ‘Declined’ the End date is 26th Sept 2023.
We can identify the conversion changes in the ‘Change’ Tab. We can also identify ‘End Date’, ‘Status’ related changes in this Tab as shown in below image.
Conclusion: This feature to automatically set Lead ‘Close Date’ would help in better understanding of lead close rates, identifying trends and defining KPIs.
Watch entire SAP Sales and Service Cloud - 2308 Release Briefing.
Thank you for taking your time to read this blog and as always please share your feedback in comments!
Current Status: Automatic end-date update via Workflow can only be accomplished by adding new
Workflow rules to the system on every save, which would negatively affect C4C's performance.
Expected Status: When a lead is set to status Closed/Converted/Declined, the system should
immediately set this close date.
The End date for a lead gets automatically set to the current date when a lead moves to ‘Converted’ or ‘Declined’ status.
To enable this feature, we proceed with following steps.
Step 1: Business configuration needed in Sales → Lead Management → Leads.
Step 2: Tick question: “Do you want to automatically set the end date of a lead to the current date once the lead life cycle is set to Declined / Converted?”
Case 1: Lead is Converted to Opportunity
Go To Lead work center → Click on + Icon → Fill Details → Save and Open
Lead has been created with automatically sets the end date has 27th Oct 2023.
Lead is converted to the opportunity.
Once the Lead is converted the End date is 27th Sept 2023.
We can identify the conversion changes in the ‘Change’ Tab. We can also identify ‘End Date’, ‘Status’ related changes in this Tab as shown in below image.
Case 2: Lead is Declined
Go To Lead work center → Click on + Icon → Fill Details → Save and Open
Lead has been created with automatically sets the end date has 27th Oct 2023.
We can change the Status of lead to ‘Declined’ as show in below image.
Once the Lead Status is changed to ‘Declined’ the End date is 26th Sept 2023.
We can identify the conversion changes in the ‘Change’ Tab. We can also identify ‘End Date’, ‘Status’ related changes in this Tab as shown in below image.
Conclusion: This feature to automatically set Lead ‘Close Date’ would help in better understanding of lead close rates, identifying trends and defining KPIs.
Watch entire SAP Sales and Service Cloud - 2308 Release Briefing.
Thank you for taking your time to read this blog and as always please share your feedback in comments!
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