After adding an opportunity as Successor to a Lead in the Related Opportunities facet, you can no longer delete it.
SAP Cloud for Customer
Reproducing the Issue
- Go to the Sales work centre.
- Go to the Leads view.
- Open a lead ABC (ABC represents the lead name)
- Go to the Related Opportunities facet.
- Click Add > Predecessor.
- Click Add > Successor.
- Select an opportunity.
Result: You can delete those opps added as predecessor. However, it is not possible to delete the opportunity which was added as successor.
Add Predecessor: You can add as many predecessor opportunities as needed even after Lead conversion. Lead conversion limit does not affect the Add Predecessor action.
Add Successor: Typically successor opportunities are a result of Lead conversion. You can also add successor opportunities. Lead conversion limit affects the Add Successor action.
When you add a successor opportunity to an unconverted lead, the lead gets converted. Lead conversion is the end of the lead's life cycle status.
However, for Lead to Opportunity conversion you can set a limit within the business configuration lead fine tuning settings.
While this will NOT allow you to delete the successor opportunity, it will allow you to add more than one, depending on these settings.
This is the expected system behaviour.
If you want to add a related opportunity without this conversion action, select Predecessor.
If you want to change the Lead conversion limit to allow for more than one successor opportunity to be added:
- Go to the Business Configuration work centre.
- Go to the Leads Fine Tuning activity.
- Select 'Maintain Conversion Limit'.
- Enter the relevant conversion limit as per your needs.
- Reload (logout and back in to) the system.
SAP Help Portal: Link Predecessor and Successor Opportunities to Converted Leads
Successor, Predessor, Predecessor, Related Opportunities, Opportunity, Lead, Delete , KBA , LOD-CRM-OPP , Opportunity Management , LOD-CRM-LM , Lead Management , How To