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Aging Leads in C4C

1,636

Hello experts,

When a Lead is defined as "aging", is it possible to have the owner of the Lead receiving a notification related to this Lead?

I know the manager will receive it but I am not sure if the Owner will receive it as well.

Accepted Solutions (1)

Accepted Solutions (1)

dominik_filip
Participant

Hello, Gabriel,

You must:

- have Lead Management and Business Task Management in your project scope
-
select one of two available questions in Lead Aging Business Option (under Sales – Lead Management – Leads)

After above steps, there will be two available activities in Activity List of your Project:
- Business Task Management for Lead Aging
- Business Task Management for Lead Aging Manager Alert

Don't forget to apply "All Activities" filter when searching for them in Activitiy List and add them to project 🙂

For more information visit my blog: https://www.anodius.com/en/qa/how-to-set-lead-aging-notifications-on-sap-c4c/

Regards,
Dominik

Answers (1)

Answers (1)

arun02_12
Contributor
0 Kudos

Hello Gab,

There are two different Fine tuning activities for Lead ageing notification for the Manager and the owner.

  • Business Task Management for Lead Aging => This is for the Owner
  • Business Task Management for Lead Aging Manager Alert => This is for the Manager.

Include the first one in your project and it will work.

Best Regards,

Arun

KaushalShah
Active Contributor
0 Kudos

Hmm... for some reason I cannot see these two fine tuning activities. I have leads activated in scope. Anything else I'm missing?

arun02_12
Contributor
0 Kudos

Hi kaushal.shah,

Check if BTM is scoped.

Communication and Information Exchange => Business process management =>Business Task Management (BTM)

Best Regards,

Arun