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Hi all,I am confused how to create questionair for lead
mgt,& how to creat authorization group & assign role for
this ?

Answers were Sorted based on User's Feedback



Hi all,I am confused how to create questionair for lead mgt,& how to creat authorization group..

Answer / narsimharao

Hi All
Creation for Questionnaire for Leads
Step 1)
Go to IMG – SPRO – CRM- Transaction – Setting For Leads –
Questionnaire for Leads- Define Questionnaire-

Here you need create you Questions and Answers…..

Step 2)
Go to IMG – SPRO – CRM- Transaction – Setting For Leads –
Questionnaire for Leads- Define Determination for
Questionnaire

Here You Need to Choose New Entries.
2. Enter an ID and a description for determination.
3. Choose the transaction type and item category.
4. Enter a validity period for determination.
5. Choose the survey for which you wish to carry out
determination.
6. Set the indicators Mandatory and Active to specify
whether the survey should be completed or whether the
determination rule should be active. Remember that the
Mandatory indicator is only evaluated when the document is
saved. When saving the document, the system checks whether
a survey has been found with the Mandatory indicator, but
has not yet been filled out. In this case, the system
creates an error message.
7. Save your entries.
Step 3)

Go to IMG – SPRO – CRM- Transaction – Setting For Leads –
Questionnaire for Leads- Assign Qualification Levels to
Questionnaire

Here You Need to Choose New Entries and
select Your Questionnaire and maintain Qualification levels
and save


Step4)
Next Go To Lead Transaction and Assign Your Questionnaire,
Then You will get in Business Transaction Creation


For More Details go to Help. sap there you can find some
notes and Best Practices

Regards
Narsimha Rao .k
erp.narsimha@gmail.com

Is This Answer Correct ?    13 Yes 0 No

Hi all,I am confused how to create questionair for lead mgt,& how to creat authorization group..

Answer / ram

img, crm, transactions, setting for lead, questionair for
leads here we customize the questinaire and everything here.

Is This Answer Correct ?    4 Yes 1 No

Hi all,I am confused how to create questionair for lead mgt,& how to creat authorization group..

Answer / ram

hi,

this is ram. my answer is img, crm, transactions, basic
settings, activity management. here we prepare the
questionair, priority, groups.

Is This Answer Correct ?    4 Yes 4 No

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