2803593 - Is it Possible to Change the Scoping Option for Lead Management and Lead Generation

You would like to know if it is possible to change the scoping option for Lead Management and Lead Generation.

SAP Business ByDesign

1. Go to the Business Configuration work center.
2. Select the Implementation Projects view.
3. Select the Implementation Project and click on Edi Project Scope
4. Navigate to the Questions step
5. Select the path: Sales -> New Business -> Lead Management
6. There are 2 scoping questions:
7. You can create leads in marketing and hand them over to sales.
8. You can create leads in sales without handover from marketing.

You would like to know if there is a possibility to change these after activation.

You can change the scoping question only if you have scoped You can create leads in sales without handover from marketing. and then want to use You can create leads in marketing and hand them over to sales.

However, once you activated You can create leads in marketing and hand them over to sales. and a business transaction is created it is not possible to change this option back to You can create leads in sales without handover from marketing.

To change the scoping question from You can create leads in sales without handover from marketing. to You can create leads in marketing and hand them over to sales. you need to activating the Lead Generation under Marketing -> Market Development in step 3.

1. Go to the Business Configuration work center.
2. Select the Implementation Projects view.
3. Select the Implementation Project and click on Edi Project Scope
4. Navigate to the Scoping step
5. Select the path: Marketing -> Market Development
6. Activate the element Lead Generation
7. Navigate to the Questions step
8. Select the path: Sales -> New Business -> Lead Management
9. You can see that the following question is now active: You can create leads in marketing and hand them over to sales.

Help Center Articles:

Quick Guide for Leads (in Marketing)

Lead Processing

Leads; Hand Over; Marketing; Lead Management; Lead Generation; , KBA , AP-LP , Lead Processing , Problem