SAP Knowledge Base Article - Public

2675232 - Defaulting Individual Customer During New Lead Creation

Symptom

Individual customer not defaulted on new lead creation.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Leads view.
  3. Click on New.
  4. The 'Create Individual Customer' field is not selected by default.

Ind_Cust.png

Cause

Business action 'LEAD_WITH_CREA_BY_INDIV_CUS' defaulting Create Individual Customer option during lead creation is not selected for the assigned business role.

Resolution

  1. Go to the Administration work center.
  2. Go to General Settings.
  3. Go to Business Roles.
  4. Select the desired role and click Edit.
  5. Navigate to the Fields and Actions tab.
  6. In the Business Action Restrictions section, add a row to the table.
  7. Search for LEAD_WITH_CREA_BY_INDIV_CUS and select the entry for leads.
  8. The Access Restriction field defaults to Disabled.
  9. Save.
  10. Try again.

This is based on the configuration from 1808, every time you create a lead. It should be flagged automatically to the creation of an individual customer.
Def_Ind_Cust.png

Keywords

default individual customer, new lead , KBA , LOD-CRM-LM , Lead Management , How To

Product

SAP Cloud for Customer all versions

Attachments

Ind_Cust.png
Def_Ind_Cust.png