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Process documentation Lead and Opportunity Management Locate the document in its SAP Library structure

Purpose

You can use this business scenario to control your marketing and sales processes transparently. With this business scenario, you can process and analyze leads and opportunities, and process activities. It describes the individual processes and also demonstrates the entire cycle, from first interest when a lead is created, through to pre-sales, when an opportunity is created, and finally to activity processing.

Prerequisites

Business Partner

mySAP Application Component

Configuration

Vendor

SAP CRM 5.0

SAP NETWEAVER 04

SAP BW 3.5.3

For Project System: Add-on for CRM: cProjects Suite 4.0, WFD 2.0

Use SAP Solution Manager

 

Process Flow

The business processes run as follows:

  1. Structure linkLead Processing in CRM
  2. Structure linkLead Analysis
  3. Structure linkOpportunity Processing in CRM
  4. Structure linkActivity Processing in CRM
  5. Structure linkSales Planning and Forecasting
  6. Structure linkOpportunity Analysis in CRM
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