With the transactional app My Leads, you can create, display, edit, receive, and search for leads as well as follow up on potential accounts. This app is available for use on desktop PCs and mobile devices, such as smartphones and tablets. You can also use the app in offline mode.
Search for and display your own leads
You can also view others' leads for which you have authorizations.
Create new leads and edit lead data, such as contact, employee responsible, and sales organization
Display the key data of a lead, such as account (sales prospect), contact, and employee responsible
Display the complete data of a lead, such as sales organization, notes, attachments, participants, and transaction history
Display, add, edit, and delete participants, notes, products, and attachments of a lead
Create follow-up opportunities, leads, tasks, and appointments
Receive open leads assigned to you (with the option to accept or reject them)
Set the maximum number of leads that you want to display
Use the app in offline mode
Offline Use on Mobile Devices
The following restrictions apply when you use the app in offline mode:
You cannot create new leads or edit lead data.
You cannot upload attachments.
You cannot create follow-up appointments, leads, tasks, or opportunities.
In addition, this app supports the following technical features and options. Some of these features require additional components or settings in your system landscape:
This app enables you to upload documents. For security reasons, we strongly recommend that you install a virus scanner in your system landscape. For more information, see Virus Scanning.
In order to be able to implement this app, your system landscape has to be enabled for SAP Fiori. One of the requirements for your system landscape is that your back-end product meets the required product version stack:
Required Back-End Product (Product Version Stack)
Note If you want to implement the product on SAP enhancement package 2 for SAP CRM or a lower release, you need to install the software component containing the back-end components of the apps (that is, GBX02CRM 700) separately on your back-end system. This software component is delivered with the product SAP Fiori transactional apps 1.0 for SAP CRM. To install the apps for a lower back-end release, we recommend that you install both the front-end and back-end components with the product SAP Fiori transactional apps 1.0 for SAP CRM.
The front-end components of this app (such as the user interface) are delivered together with the components of other apps as part of this SAP Fiori product:
Front-End Components Delivered with (Product Version Stack)
|SAP Fiori 1.0 for SAP CRM ( 09 (01/2016) )|
For more information, see the app implementation document of this app.