as search criterion, you can choose it from the dropdown box. 3 Select Lead Click the lead description to select The Lead page opens. the previously created lead BP Lead 03. 4 Check Employee Note that the marketing employee The marketing employee is the Responsible (for example, Richard Lion) has lead's employee responsible. been assigned to the lead as by the Employee Responsible partner determination procedure. 5 Edit Lead Details In the Lead Details assignment The Lead Details open for editing. block choose Edit. 6 Add Lead Details Qualification Level in the Qualification Level: Hot view and Qualification VIP Classification Group: Customers as Classification Group VIP Customers in assignment block Lead Details. 7 Save Choose Save. Now the lead matches the conditions of the distribution rule Dist_Rule_Imp. 8 Start Lead Lead distribution can either be Object Type: The Lead Distribution Job runs at Distribution Job done automatically via a batch job BUS2000108 the scheduled time. or can be started manually in SAP YLD The marketing manager (for Transaction Type: GUI transaction SE38 (Report example, Melanie Richard) has Service Manager Profile: CRM_DD_BATCH). A user with now been assigned to the lead as Y_BP_LEAD_DISTR sufficient rights for report Employee Responsible by the executions is required. The rule-based lead distribution. creation of the batch job is described in the configuration If the marketing manager guide for this scenario (see C37 processes the lead and lowers the CRM Lead Management). Lead Qualification to Cold, the lead distribution rule
as search criterion, you can choose it from the dropdown box. 3 Select Lead Click the lead description to select the previously created lead BP Lead 03. The Lead page opens. 4 Check Employee Responsible Note that the marketing employee (for example, Richard Lion) has been assigned to the lead as Employee Responsible by the partner determination procedure. The marketing employee is the lead's employee responsible. 5 Edit Lead Details In the Lead Details assignment block choose Edit. The Lead Details open for editing. 6 Add Lead Details Qualification Level in the Qualification view and VIP Customers as Classification Group in assignment block Lead Details. Qualification Level: Hot Classification Group: VIP Customers 7 Save Choose Save. Now the lead matches the conditions of the distribution rule Dist_Rule_Imp. 8 Start Lead Distribution Job Lead distribution can either be done automatically via a batch job or can be started manually in SAP GUI transaction SE38 (Report CRM_DD_BATCH). A user with sufficient rights for report executions is required. The creation of the batch job is described in the configuration guide for this scenario (see C37 CRM Lead Management). Object Type: BUS2000108 Transaction Type: YLD Service Manager Profile: Y_BP_LEAD_DISTR The Lead Distribution Job runs at the scheduled time. The marketing manager (for example, Melanie Richard) has now been assigned to the lead as Employee Responsible by the rule-based lead distribution. If the marketing manager processes the lead and lowers the Lead Qualification to Cold, the lead distribution rule