SAP Knowledge Base Article - Public

3568840 - Predecessor/Successor logic for Opportunities and Leads

Symptom

When trying to add an Opportunity in Lead's Related Entities section, the only role available is Predecessor.

The same happens when trying to add a Lead in Opportunity's Related Entities: it can only be added as Successor. 

Environment

  • SAP Sales Cloud Version 2
  • SAP Sales Cloud and SAP Service Cloud Version 2 

Reproducing the Issue

  1. Go to Leads view.
  2. Open any Lead.
  3. Go to "Related Entities" facet.
  4. Go to Add Related Entities button.
  5. Add Opportunity.
  6. See that the "Predecessor" role is by default and cannot be changed.

The same happens if you go to an Opportunity and try to add a Lead as a related entity — the role maintained is "Predecessor". 

Cause

This is the current system behavior. 

Resolution

Currently, SAP Sales Cloud support two scenarios: 

  1. Opportunity as Predecessor - This is also a use case for some of the customers. For this, the only option is to add opportunity via related entities.
    So we are supporting this irrespective of the Lead type or status.
  2. Opportunity as Successor - This is the normal functional flow where we convert the Lead to create a successor Opportunity. This is currently supported and you can create multiple Opportunities from a Lead.

The functionality that is currently missing is the option to add an already existing Opportunity to Lead as successor (and to add the Lead as Predecessor in the Opportunity), which is currently planned to be delivered in a near future. 

Keywords

Opportunity , Lead , Related Entities , Predecessor , Successor , Flow , KBA , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , Problem

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0