In SAP Sales Cloud, leads can be created manually in many ways and from different sections of the application.
You can manually create leads in the system one lead at a time, which we’ll demonstrate in this blog. You also have the option to mass create the leads in SAP Sales Cloud through a data migration template.
To create leads from the Sales Campaign work center, follow these steps:
1. Log in to SAP Sales Cloud.
2. In the navigation bar on the left side of the screen, select Sales Campaign and then Leads (see below). Leads is part of marketing under the Sales Campaign work center.
3. Select My Leads from the dropdown to enter the Leads view and see a list of leads. The following figure shows the dropdown variants available: All, Converted, In Approval Leads, Leads for My Territories, My Leads, My Team’s Leads, Qualified, and Unassigned.
4. To create a new lead, click on Create (+ in bottom-left menu bar), and the New Lead screen appears, as shown here:
5. While creating a new lead, first select whether this lead is created for an existing account or a new account. If you select NO under Use Existing Account, you’re presented with a free-text field to enter the Account Name. However, if you select YES for Use Existing Account, then you need to select one of the existing accounts, as shown in below.
Following are descriptions of some of the important fields in a lead transaction:
- Status: Statuses such as Open, Qualified, Accepted, and Declined are assigned to the leads for better processing and reporting. In addition to the standard lead statuses, custom entries can be added using business configuration.
- Qualification Level: To better classify the leads, you can assign qualification levels such as Hot, Cold, and Warm to the leads.
- Source: To help differentiate the quality and effectiveness of leads, you can assign a source to the leads such as Campaign, Road Show, Trade Fair, Telephone Inquiry, and so on.
- Category: Assigning categories further classifies leads based on your internal assignments such as Prospect for Products, Prospects for Service, and Prospects for Training.
- Campaign: If a lead has been created as part of a campaign, then you can assign the campaign ID to the lead for identification and reporting purposes.
6. Maintain all the required information on the New Lead creation screen, and click Save to successfully create the lead. After maintaining the pertinent information in the lead, you have three options to save it:
- Save: Saves the lead and closes the New Lead screen.
- Save and New: Saves the lead, and the New Lead screen is presented to enter details for the next lead. If you’re planning to create more than one lead at a time, Save and New is a good option to enter all the leads one after another into the system.
- Save and Open: Saves and opens the lead so that you can maintain additional lead details as needed.
7. For this example, select Save and Open, and the lead is created and opened for editing and processing as shown here:
As evident from the figure above, SAP Sales Cloud offers a very intuitive user interface (UI) for displaying leads. The lead information is presented in different tabs, including OVERVIEW, FEED, PRODUCTS, ACTIVITIES, CONVERSION, and ATTACHMENTS. These tabs can be configured and personalized based on the scope of the project. There are more UI tabs that you can configure SAP Sales Cloud to enable or hide as needed to support your business requirements. For now, let’s review the standard UI tabs available in a lead:
- OVERVIEW: Displays lead details such as Lead ID, Name, Account, Contact, Qualification, Status, Source, and Category.
- FEED: Provides details on any lead updates. It’s a great tool if a team is working on the lead.
- PRODUCTS: Enables you to assign products to the lead.
- ACTIVITIES: Lists all the activities created for the lead such as appointments, tasks, phone calls, and emails.
- Contacts: Enables you to add customer contacts for the lead.
- Sales and Marketing Team: Allows you to add internal team members from sales and marketing who are working on the lead.
- Involved Parties: Allows you to add all the external parties, such as customers and partners involved, who are collaborating on the lead.
- CONVERSION: Shows the leads that have been converted to opportunities.
- ATTACHMENTS: Enables you to attach documents and images to the lead.
- Changes: Shows the change log of what and who changed the lead.
- Surveys: We can attach surveys to qualified leads. For surveys, newer versions of the same survey can be created if needed. Activating a newer version of a survey will inactivate the previous version. When you attach the survey to the lead, only the newer active version will be attached. If you used the previous version of the survey in the lead, those surveys will remain unchanged.
- Tickets: Enables you to add service tickets to the lead.
- Sales Quotes: Shows the sales quotes created with reference to the lead.
- Sales Orders: Shows the sales orders created with reference to the lead.
- Approvals: Shows all the approval details and enables you to start a formal approval process for the lead.
- Document Flow: Shows all the preceding and subsequent documents linked to the lead such as the preceding lead, follow-up opportunity, or quotation.
- Workflow Changes: Shows the workflow changes if you’ve enabled workflow for the lead.
- Notes: Allows you to add free notes to the lead.
The SAP Sales Cloud pillar of SAP C/4HANA is a powerful solution that teams can use to create and manage leads during the sales process. In this blog, you learned how to manually create leads in the system.
Editor’s note: This post has been adapted from a section of the book SAP Sales Cloud: Sales Force Automation with SAP C/4HANA by Sanjjeev K. Singh and Karan Sood.