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manual Lead distribution

former_member184509
Participant
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Hello Experts

After creating a lead in CRM marketing web UI , I will click on distribute button   and in next screen ,I will select ‘method’ as manual employee selection , and enter employee  number and click update button.

We are good till this point .

Next, employee should get this lead to his/her outlook email box.  To enable this functionality what configuration step I need to complete. Can you pls help me to understand ?.

At this point we are not interested in automatic lead distribution.

Thanks in Advance

Accepted Solutions (1)

Accepted Solutions (1)

former_member92946
Active Participant
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Hi Rusheek,

you would need to configure an action that gets triggered when the Lead Status is changed. For more information please refer to the SAP Help Documentation for Leads which states which Action Profile should be used.

Regards,

Markus

former_member184509
Participant
0 Kudos

Markus

I checked it , but it wont help. Thanks for your information.

Any other ideas please, If you need any more information, pls feel free to ask me . Thanks   

former_member196553
Active Contributor
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Hello,

please also check the following help page for Lead Distribution:

Lead Distribution - Campaign Management - SAP Library

The notification needs to be implemented via action definition. An example action for a notification is documented in the following help page:

Notifications - Channel Partner Management - SAP Library

This should provide the required information.

regards,

Johannes

former_member184509
Participant
0 Kudos

Thanks for your help , it clarifies my doubt.

Answers (0)