SAP Best Practices: Development Master List

C37 CRM Lead Management

New
Phase Activity System Changed
Level 1 Level 2 Level 3 Level 4 Level 5 Deleted

Status
Referenced BB Documentation Status Details BC-Set ECATT: Test Configuration ECATT: Top Script ECATT: External Variant BC-SET: External Variant Technical name of docu object in BPIA
Preparation

Installation
General Settings for Leads
Defining Lead Groups CRM /SMB20/CRMV_LEAD_TYPE_B001_C30 SMB20_CRMV_LEAD_TYPE_B001_C30.TXT
Defining Lead Origins CRM /SMB20/CRMV_SOURCE_B003_C30 SMB20_CRMV_SOURCE_B003_C30.TXT
Defining Lead Priorities CRM /SMB20/CRMV_OPPIMPOR_B004_C30 SMB20_CRMV_OPPIMPOR_B004_C30.TXT
Basic Functions for Leads
Maintaining Organizational Data Profile CRM /SMB20/CRMC_ORGPROF_B011_C30
Transactions for Leads
Defining Transaction Type for Lead 1 CRM /SMB20/CRMV_PROCESS_MA_B007_C30
Defining Transaction Type for Lead 2 CRM /SMB20/CRMV_PROCESS_MA_B012_C30 SMB20_CRMV_PROCESS_MA_B012_C30.TXT
Selecting Relevant Lead Transaction Types CRM /SMB20/CRMV_PROCESS_MA_B008_C30
Optional: Defining Number Range for Leads CRM
Optional: Assigning New Number Range CRM
Defining Item Category Determination CRM /SMB20/CRMV_IT_ASSIGN_B009_C30
Rules-Based Lead Distribution
Define Service Manager Profiles for Lead Distribution CRM /SMB20/CRMV_ER_SM_PROF_B013_C37
Adjust Repository for Lead Distribution CRM
Creating the Lead Distribution Rule Policy with Rule Folders CRM
Creating Lead Distribution Rules with Conditions CRM
Defining Actions for Lead Distribution Rules with Conditions CRM
Checking and Releasing Lead Distribution Rules CRM
Define Report Variant for Lead Distribution CRM
Set up the Background Job for Lead Distribution CRM
Questionnaires for Leads
Defining Questionnaires CRM
Maintaining Survey Attributes CRM
Assigning Qualification Levels to Questionnaires CRM
Defining Determination for Questionnaires CRM
Integration Lead Management <-> Campaign Management 1 CRM /SMB20/VC_CRM_MKTPLCHAN_B010_C22 SMB20_VC_CRM_MKTPLCHAN_B010_C22_02.TXT
Integration Lead Management <-> Campaign Management 2 CRM /SMB20/VC_CRM_MKTPLCHAN_B018_C22 SMB20_VC_CRM_MKTPLCHAN_B018_C22_02.TXT
Integration Lead Management <-> Opportunity Management
SAP Workflow Settings for Lead Management
Activating the Workflow "Lead to Opportunity" CRM
Changing the Workflow Template CRM
Defining Copy Control from Lead to Opportunity CRM /SMB20/CRMV_PR_COPY_MA_B010_C30

Test/Evaluation/Training

Copyright 2005 SAP AG All rights reserved

 SAP Best Practices: Development Master List

CS CE

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R NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR

Saudi Arabia

South Korea
Netherlands

South Africa
Switzerland
Germany

Denmark

Romania
Malaysia
Australia

Slovenia
Hungary

Slovakia
Portugal
Belgium

Czechia

Sweden

Ukraine
Norway
France
Finland

Greece

Mexico

Poland
Austria

Russia

Turkey
Serbia
Japan
China

Spain
Brazil

Israel
Testing: Localization

India
USA

Italy

UK
BPIA Manual Task Manual Task Object Name (BPIA) Transaction IMG Activity Print Form Test case Information Remarks

X
X
X
X
X
X
X
X
X
X
X
X Define Number Range for Leads (Optional) CRMC_NR_RA_LEADS X
X CRM_VORGANG_001 X
X
X
X
X CRM_IC_053 X
X X
X X
X X
X X
X SE38 X
X SM36 X
X
X CRM_SURVEY_SUITE X
X CRM_SURVEY_SUITE X
X Assigning Qual. Levels to Questionnaires CRM_LEAD_QUAL_TEMP X
X CRM_LEAD_FIND_SURVEY X
X
X
Integration Lead Mgmt. <-> Opport. Mgmt. X
SAP Workflow Settings for Lead Mgmt. X
X Activating the WF "Lead to Opportunity" OOCU X
X SWDD X
X

Copyright 2005 SAP AG All rights reserved