Symptom
Under the Activities facet of a Lead, you cannot find the Visit pane to create follow-up visits.
Reproducing the Issue
- Go to Sales work cetner.
- Go to Leads work center view.
- Open any Lead.
- Go to Activities facet.
- Now under this facet, you cannot find Visits pane to create folllow-up visits.
Cause
This Visit pane is not added in the Activities facet.
Resolution
- Go to Sales work cetner.
- Go to Leads work center view.
- Open any Lead.
- Go to Activities facet.
- Click on Personalize button on the right top of the screen.
- Click on Start Personalization.
- Put your mouse on the Activities tab and click on the ‘Add items’ icon >> select ‘Add pane’.
- Then from the Add Pane page, you can see Visits pane, select it and Apply.
- End Personalization.
- Now you can see Visits Pane and you can add new visits.
Note: It is not allowed to add new activities in a converted lead. The status of the lead is Convered. Since the lead is converted to an opportunity, it’s required to create visits from that relevant opportunity.
Keywords
KBA , LOD-LE-MKT , Marketing , How To
Product
SAP Cloud for Customer core applications 1708 ; SAP Hybris Cloud for Customer add-ins 1708