manual Lead distribution
Hello ExpertsAfter creating a lead in CRM marketing web UI , I will click on distribute button and in next screen ,I will select ‘method’ as manual employee selection , and enter employee number and...
View ArticleCRM Marketing Security Question
Experts We need to give authorization to create and change only lead,task and appointment in CRM webclient. These users should not have authorization to doany thing in CRM Gui. Some reason we are...
View ArticleSystem Q74CLNT003 cannot be reached
Friends I am just trying to create marketing plan and I am getting below error in webclient. 'System Q74CLNT003 cannot be reached'. First question, what I have to do to resolve this issue? I am...
View ArticleSegmentation Model Filter - report to list the filters
Hi, We are currently on-premise (SAP CRM 7 EHP3 / SP08) and we are using TREX to create the Segmentation models and filterWe are also using campaign automations to create some of the target groups and...
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Cannot create a business transaction via External List Management
Greetings!I am using CRM release 7.1.3, support pack 10. I am trying to use ELM to create leads for a campaign. All the process steps are working and completed until I get to the "Create Business...
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Not able to see hide system status field in Campaign Type
Hi Experts, I have create a user status for campaign type and when i assign the status profile to campaign type not able to see the status levels in campaign status area in Web ui . To Hide the...
View ArticleEmbedding SAP CRM Survey into mail
Hi All I want to embed a survey in a mail. This survey should be publicly available. As soon as customer opens his/her mail, they should see survey questions in front of them and able to select answers...
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Status Management in Marketing Plan Objects
For several marketing plan objects the status management is one of the key indicators for defining the business process. Depending on the object type, campaign or trade promotion, the current status...
View ArticleSegmentation model HV
Hi I am running the HV segment modeller and all is OK with the UI except..... When I select create segment model (new), go in and save - give it a name the name does not appear immediately on the title...
View ArticleA question on Marketing Survey Questionnaire
Experts Do we need to create questionnaire for lead directly in production system ?. Can't we create questionnaire in development system and get it transferred through transport request to...
View ArticleIs some sort of repository for Bulletins, Memos available in CRM?
Hi Experts Is a document Library or some sort of repository for Bulletins, Memos, etc available in CRM ?. Thanks in Advance
View ArticleSurvey mailer servlet problem
Hi Experts, We have a requirement where in we need to publish the survey/ send the survey embedded in mail form: The Customer answers the surveys.The survey responses are sent to Survey mailer.The...
View ArticleTPM planning hierarchy
Hi i m discussing a business requirement to extend in TPM the customer hierarchy for the rebates planning from level 2 to a maximum level of detail (level 10) : this is required only by particular...
View ArticleInfoSet from SAP ERP has no value help
Hello, I have a problem with a new InfoSet that I have created in SAP ERP. I used it as a datasource in SAP CRM for an attribute list. When I want to add a filter there is no f4-help available. If we...
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How to schedule the campaign automation workflows?
Hello Gurus, I am setting up an automated campaign, in this case quite simple: daily birthday mails. Now the functionality itself works fine, although I am running into problems regarding the...
View ArticleEmail Open and Click rate
Hello Gurus, I have been working on SAP CRM Marketing and i have an issue. In a mail campaign am including a html file which will be sending to the BP's. Now i would like to know how many people have...
View ArticleHow to use Loyalty Management with ISU Billing
Hi there, I am playing around with the loyalty management capability within CRM and am wondering how I can get this to work with ISU (Utilities Industry Solution) Billing. There would seem a tight...
View ArticleDefault ORG DATA IN Lead Document Creation Screen
Hello Experts We don’t want to enter org data manually always while creating Lead document . Org data should be determined by default while creating lead document in CRM web UI . Example , as soon as...
View ArticleHow to get lead qualification level change history in SAP CRM
Dear Gurus, My requirement is to get details like lead qualification level status and date on which its changed.(E.g On yesterday it changed to xxx and today it is changed to yyy) I need to get both...
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5 Things to Consider Before Choosing CRM Software
Each day, more and more businesses seek to improve their functioning through implementation of CRM software. For those who don’t know what is being talked about here, CRM or Customer Relationship...
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