3622235 - It is not possible to create a Lead from Visit screen

When creating a new Visit there is no field to insert a Lead, only Account field.

SAP Cloud for Customer

1. Go to Visits > Visits.
2. Click on new.
3. There is no Lead field there.

It is not possible to select a Lead from the Visits quick creation screen. 

It is only possible to create Visits directly from the Visits work center for Accounts and Individual Customers only. For the other objects as Opportunities, Leads, Sales Orders, Sales Quotes etc, a Visit needs to be created from the business object directly. For that, please follow below steps:

1. Go to Sales work center.
2. Select the desired BO (in this example, Leads).
3. Open the desired Lead.
4. Go to Activities facet (or Visits depending of the object).
5. The Visits section will be available.

If the facet, section, or both, are not enabled, please ask the Administrator user to enable it via Adaptation Mode. This can be done by following:

1. In the desired Lead, start Adaptation Mode.
2. Select the facets pane pencil.
3. Enable the Activities/Visits tab by clicking on Personalize, unchecking the Hide box and checking the Set as Visible.
4. Now go into the Activities facet.
5. If the Visits section is not there, click on the pencil for the section available (e. g. Appointments).
6. Go back in Adaptation Mode until the Visits option is shown.
7. Click on Visits in the Adaptation.
8. Enable it as well.

WoC, workview, work view, cannot, unable to, not able to, impossible, can't, can not, find, found, how to, configure, configuration, associate, link, linkage , KBA , LOD-CRM-LM , Lead Management , LOD-CRM-OPP , Opportunity Management , LOD-CRM-ACT-VST , Visit Planning , Problem