C4C : Set Default values for Owner, Sales Unit & Sales Organization while creating Lead

[krishna_poddar2]

Hi All,

While creating a new lead I need default values for Owner, Sales Unit, and Sales Organization and ect.. from Org Structure.

Please advise how can I set default values.

Thanks in advance

Best Regards,

Krishna Poddar.

[Gayatri_Bagde]

Hi Krishna,

You can use Party determination rules for Leads.

Go to Implementation Project --> Open Activity List --> Leads --> Maintain Involved Party --> Select a party and click on "Maintain Determination Rules"

Using this you can set the rules for defaulting the values of Owner/Sales unit etc.in Leads

Thanks,

Gayatri

[krishna_poddar2]

Hi Gayatri,

Thanks for the quick response.

I have followed all the above steps and when I clicked on Maintain Determination I'm getting a popup in that I don't have any option to select or change, Please check the below screenshot.

[krishna_poddar2]

If I missed attaching a screenshot, please find below

screenshot.jpg

Regards,

Krishna Poddar.