SAP Knowledge Base Article - Public

2722927 - The Email Template Option Missing in Lead and Opportunity Email Section

Symptom

When creating an email activity from a Lead or Opportunity, there is no email template to choose from.

Environment

SAP CLOUD FOR CUSTOMER

Reproducing the Issue

  1. Go to the Sales workcenter.
  2. Go to the Lead view.
  3. Open ABC (ABC represents a Lead you want to initiate email interaction with).
  4. Go to the Activity tab.
  5. Click New under the email section.

Result : in the email text box, there is no option to select your existing e-mail templates. It is so for Opportunities as well.

Cause

E-mail template are currently not available for the Lead and Opportunity Email Activity.

Resolution

This is the designed system behaviour.

Keywords

Lead email, Opportunity email, Activities, E-mail template. , KBA , LOD-CRM-LM , Lead Management , Problem

Product

SAP Cloud for Customer all versions