Lead Conversion in SAP Cloud for Customer(C4C)

[Ankit]

Converting Leads:

Lead conversion happens when a lead has been qualified and you believe your prospect has an interest in doing business with you.

Note: As a prerequisite, your leads must be Consistent before being converted. To resolve any lead inconsistency, you can Check Consistency for each lead to view relevant warning messages and fix the errors accordingly.

Lead can activate or de-activate a specific action in fine-tuning, if allowed as shown below: refer section 8 in this document.

Convert Lead to Opportunity:

• You can convert a lead to an opportunity when you have verified that the prospect has a good chance of becoming a customer.


• One lead can be converted to multiple opportunities, depending on how your administrators have configured the conversion limit.

You can follow the below steps to convert your lead to Opportunity:

1. Login to your C4C system


2. Go to Sales Campaign work center


3. Go to Lead


4. Open the Lead


5. Click on Actions


6. Click on Convert to opportunity button


7. Upon clicking on Convert to Opportunity in new window you will get the Opportunity screen


8. You can update the details and click on Save and Open as shown below

Convert Lead to Account and Contact:

• You can convert a lead to an account and contact, which means the lead can potentially be a customer yet has not been qualified to the level of an opportunity.


• One lead can be converted to only one account and contact, and cannot be further converted to an opportunity.


• Once converted, the lead remains in the system as a record and cannot be deleted.


• The lead status will change to Converted, which indicates the lead has reached its end of lifecycle and no more modifications will be allowed to the lead record.

To convert lead to Account and Contact please follow the below steps:

1. Login to your C4C system


2. Go to Sales Campaign work center


3. Go to Lead


4. Open the Lead


5. Click on Actions


6. Click on Convert to Account and Contact button


7. Upon clicking on Convert to Account and Contact in new window you will get the Account and Contact Screen


8. Fill the details and click on Save and Open

Convert Lead to Associate Account and Contact:

• Conversion allows you to convert the lead without changing the lead status.


• You can keep working in the lead. Any changes done in the lead screen will not affect the account and contact.

To convert lead to Associate Account and Contact please follow the below steps:

1. Login to your C4C system


2. Go to Sales Campaign work center


3. Go to Lead


4. Open the Lead


5. Click on Actions


6. Click on Convert to Associate Account and Contact button


7. Upon clicking on Convert to Associate Account and Contact in new window you will get the Associate Account and Contact Screen


8. Fill the details and click on Save and Open

Further you can refer below links:

Leads

Lead Scoring (Machine Learning) in Leads in Hybris Cloud for Customer

Scoping and Configuration Activity for Leads in SAP Cloud for Customer(C4C)

Creating and working with Leads in SAP Cloud for Customer(C4C)

Regards,

Ankit K