Name: Creating a Lead in SAP Sales Cloud
Uploaded: 2023-8-29
Duration: 216 s

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<div><div><div><p>Leads can be generated from different sources such as marketing campaigns, referrals, and social media. Any unprocessed contract or company information you collect can become a lead. Leads can be created in the following ways: Manually from the quick create icon or Sales Campaign work center, imported from Microsoft Excel, uploaded through SAP Cloud for Customer APIs, by scanning a business on your mobile device, or by copying existing leads. In this video, you’ll learn how to create a lead.</p></div></div></div>

Creating a Lead in SAP Sales Cloud

In this video, I'll show you how a sales representative creates a lead. To create a lead, click on the plus symbol on the home screen or go to the sales facet to leads. Here, you can create a lead for existing accounts or for contacts and accounts that are not yet customers in the SAP Sales Cloud system. To create a lead, click the plus symbol. We can use the Yes /No toggle if this is an existing account or if this account does not exist in the SAP Sales Cloud. Enter the name of the lead and the account of the lead. When the account is referenced, if any outstanding information is related to the account, as the contact person or the owner of that account, it will be populated as well. A lead must be qualified. We'll qualify the lead as hot. The source of the lead came from a roadshow. These are also configurable if we wanted to add more sources. Category is used for reporting. If this came from a marketing campaign, we can list the campaign or the market unit that is in reference. I'm going to save and open the lead. Let's look at the header area of the lead. The header area gives all of the important data. The line items describe the details of each line. I'll reference products that we can prepare to start selling to this account. I'll click add. I'll enter a product name, a description, product category, quantity, and click add. There could be activities like appointments, tasks, phone calls, or emails related to the lead. I'll create an appointment from here that goes on our calendars. I'll select a date in the future and invite attendees to the meeting. If I open the appointment, the appointment is now related to the lead for the life of these documents. When I click the document flow in the appointment it shows me the lead in the appointment. If I go back to the Sales lead, I can now see my activity and save my lead. I could immediately convert this to an opportunity and keep the sales cycle going. I could copy this lead and create another one. I could also add this lead from an activity plan. I'm going to convert this lead to an opportunity. It will copy over all of the relevant details from the lead. I can assign the lead a sale cycle in which we can manage by sale phases. We can assign the probability of success to a forecast. I'll click save and publish it to a forecast. When I look back at the sales lead in the conversion table or the conversion facet, I can see the opportunities, the quotes, all of the relevant business documents that this lead has been converted to to build a document flow.