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Problem on lead creation

Former Member
0 Kudos

Hi all,

I have a sudden problem when creating new leads.

Normally, you can enter company and contact information, which later on can be converted to an account.

This was the behavior on test tenant until i noticed a change. It is still working this way on production tenant.

Now, when creating a new lead on test tenant, i have to enter an account (with search help) mandatory.

I find it very strange.

I could not find any setting which makes the entry of an account mandatory on a lead. I also compared test with production but could not find any difference...

Does anyone know how this is behaving this way?

Regards

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Dear all

Appearently, the screen was adapted using the personalization. The field 'use existing account' was flagged and then removed from personalization.

I have now unflagged it and it works as required.

Thanks

Answers (3)

Answers (3)

Former Member
0 Kudos

I just tried with another user, and there it works correctly.

Could it have anything to do with business roles assigned?

Regards

kamran_farooqui
Contributor
0 Kudos

Hi Hossain,

Just copy that user access rights into yours and see if that changes the screen of lead.

If it works then it's a access right issue.

Regards,

K.F.

Former Member
0 Kudos

Kamran,

I just tried it, but it still remains the same.

So it does not seem to be access right related, but user related somehow...

Regards

chandansb
Active Contributor
0 Kudos

Hello Hossain,

I agree with Kamran. Your screenshot looks like to be for Marketing Lead while first for Sales Lead.

Regards,

Chandan

kamran_farooqui
Contributor
0 Kudos

Hi Micheal,

Contact last name is mandatory from SAP in case of Lead (Marketing), you can check with technical consultant if he can make it non mandatory (though possibilities are less).
While for Sales Lead Account is Mandatory not the Contact details.
Just check if its Sales Lead or Marketing Lead.
FYI..
Regards,
K.F.
Former Member
0 Kudos

Hi Kamran,

It is regular lead, Sales leads are not included in the project scope...

But like i said, it used to work this way, until something changed...

Regards

kamran_farooqui
Contributor
0 Kudos

Then in this scenario I'll suggest to raise an incident to SAP, as they controls the system.

Regards,

K.F.

Former Member
0 Kudos

Hi Kamran,

Normal leads screen

Sales lead screen

So as you can see, i am talking about normal Leads...

Former Member
0 Kudos

Sorry, other way around...

kamran_farooqui
Contributor
0 Kudos

I Agree with you Hossain, that's why I suggested to raise an incident with SAP cause if you are creating a lead you should not get this screen.

Please keep us posted on the issue.

Regards,

K.F.