Answer Posted / 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

What are the sap crm webclient ui components?

939

---

What is application builder?

2157

---

How to embedded the links in mail forms

2181

---

Differentiate between crmc_blueprint vs crmc_blueprint_c?

849

---

We are planning to implement employee interaction centre (eic). We can do it either in crm or erp. What is your advice?

937

---

What are the tools used in sap-crm?

1172

---

Hello friends. i am new in to sap crm.please answer this question. Q1. How will you transfer the data/transaction from development server to QA server or production server? Q2. How will you check the data is successfully transferred and where will you see it

2217

---

hi sridhar Thanks for your cooperation and help. Could you please send me the sap CRM FAQ to given mail address,so that it will be really usefull for me. my mail id is busha.sap@gmail.com Thanks in advance. regards, busha.

2831

---

Where do we do Budgeting for Campaigns? And what is the customization path for it?

2053

---

In ELM how can we upload with prospect role

1481

---

What is the procedure to do text determination? Tell the process?

4737

---

What do you mean by model access class?

1038

---

What are some popular crm software?

1011

---

1What is the difference between calendar and planner? 2. What is WBS element?

3554

---

Explain how you can display the error message in web ui when the user has not entered a specific field?

966

---