SAP Knowledge Base Article - Public

3339580 - Enhancement 2305: Lead Conversion

Symptom

With 2305 release, you have the option to 'Use Existing Account' during lead conversion in addition to the creation and selecting an account from the duplicate check.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP Cloud for Customer

Cause

Product Enhancement with 2305

Resolution

  1. Go to the Sales work centre
  2. Go to the Leads view
  3. Create a new lead (for a non-existing account/ contact)
  4. Enter all mandatory data
  5. Save and open
  6. Under Actions, select for example 'Convert to Account and Contact'

Result: with the 2305 release, you have the option to 'Use Existing Account' during lead conversion in addition to the creation and selecting an account from the duplicate check.

KBA lead convert new 2305.png

See Also

Help Portal > What's New 2305: Enhancement: Lead Conversion

Keywords

KBA , LOD-CRM-LM , Lead Management , LOD-CRM-ACC , Account , Product Enhancement

Product

SAP Cloud for Customer core applications 2305 ; SAP Cloud for Customer core applications 2308 ; SAP Cloud for Customer core applications 2311