Hi.
we are using CRM 7.0 EhP1.
I created and used a mapping format & ELM to create a marketing prospect in CRM. The mapping format consisted mostly of contact person fields.
I then converted the marketing prospect to a bp. The result : it was converted to a private account - which is not helpful at all.
So I changed the mapping format to include fields for the organisation; example Name, City, Country, etc.
I created the marketing prospect and when I try to convert it; I receive the error : Organization associated with MP doesn't exist.
So what does that mean?
We would like to load marketing prospects into the system - who may or may not be associated with existing organizations. I thought it would be a short-cut to customer life-cycle:
1) create Marketing Prospect - only used in CRM (not replicated to ERP)
2) convert MP to BP of role Prospect -> which would be replicated to ERP.
What is the actually behind the function of converting marketing prospects?
I've read the release notes for 7.0 and EhP1, however I still have no clued as to what the actual functionality behind the marketing prospect is.
I'd really appreciate any info on this.
Thanks in advance.
Amber