Symptom
Action field in Leads does not have option to delete lead.
Environment
SAP Sales For Customer
Reproducing the Issue
- Go to the Sales Work Center.
- Go to the Leads Work Center View.
- List of all Leads exiting in the system is displayed.
- Search for the Lead XXX, where XXX represent the Lead ID.
- Open lead XXX.
- Click on Actions.
- Option to delete lead does not exist in Actions.
Cause
Option to delete lead is not available in Actions within Lead.
Leads can be deleted within Cloud from customer from Screen showing List of Lead using the Option "Initiate Deletion".
Resolution
Leads can be deleted from cloud for customer by executing steps mentioed below
- Go to Sales Work Center.
- Go To Leads Work Center View.
- List of all Leads exiting in the system is displayed.
- Select the row with Lead XXX, where XXX represent the Lead ID.
- Click on "More".
- Select the option " Initiate Deletion".
- Pop up shows "Do you want to delete the selected record?".
- Select "Yes".
- Lead XXX is deleted.
Please note:
- Leads with status "Open" can be deleted.
- Option "initiate deletion" would be greyed out for leads that are converted to succeeding transactions like opportunity.
Keywords
Leads, Delete, Initiate Deletion, More, Action, Status, Open, Converted , KBA , leads, delete, initiate deletion, more , LOD-CRM-LM , Lead Management , Problem
Product
SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions