SAP Knowledge Base Article - Public

2571923 - Account or Opportunity Converted from Lead Shows Blank Owner Field

Symptom

You are creating an Account/Opportunity from a Lead and the Account Owner appears blank; you expected to see the Account/Opportunity Owner as the Lead Owner.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Select the Leads view.
  3. Open Lead ABC (where ABC stands as ID of the Lead).
  4. Click in Actions button.
  5. Select Convert to Opportunity/Account.

You expect to see the Opportunity/Account Owner field filled with Owner from Lead.

Cause

The system does not considers that the Lead Owner will be the the Account/Opportunity Owner.

Resolution

This is the system standard behavior. You can, as workaround, create a workflow rule to achieve the desired behavior. For this, please follow the steps below:

  1. Go to the Admnistration work center.
  2. Select the Workflow Rules view.
  3. Click in the New button.
  4. Fill in a description.
  5. Select Business Object dropdown menu as 'Account'.
  6. Select Timing dropdown menu as 'On every Save'.
  7. Click in Next button.
  8. Click in Add Group button and fill in information as below:
    1.PNG
  9. Click in OK button.
  10. On the line of the created condition, click in the green '+' button named Add Condition. Fill the information as below:
    2.PNG
  11. Click in OK button.
  12. Click in the Next button.
  13. In the Rule Type dropdown menu, select 'Action'.
  14. In the Select Action dropdown menu, select 'Assign Me as Owner'.
  15. Click in the Next button.
  16. Click in Activate Button.
  17. Click in the Finish button.

Keywords

Account, Lead, Opportunity, Owner , KBA , LOD-CRM-ACC , Account , How To

Product

SAP Cloud for Customer all versions