How to use CRMD_LEAD_MONITOR - Lead Monitor - Organizational View


SAP Transaction Code - Details

  • Transaction Code: CRMD_LEAD_MONITOR

    Description: Lead Monitor - Organizational View

    Release: S/4HANA only

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    • Program: CRM_LEAD_MONITOR_UI_START

      Screen: 1000

      Authorization Object:

    • Development Package: CRM_LEAD_MONITOR

      Package Description: CRM Lead: Monitor Tools

      Parent Package: CRM_APPLICATION

    • Module/Component: CRM-BTX-LEA

      Description: Lead Management


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  • SAP Tcode: CRMD_LEAD_MONITOR - Lead Monitor - Organizational View
    
    Overview: 
    CRMD_LEAD_MONITOR is a SAP transaction code used to monitor leads in an organizational view. It provides an overview of the leads and their status in the sales process. 
    
    Functionality: 
    The CRMD_LEAD_MONITOR transaction code allows users to view and manage leads in an organizational view. It provides an overview of the leads and their status in the sales process. The user can filter the leads by various criteria such as lead type, lead status, and lead owner. The user can also view detailed information about each lead, including contact information, product interests, and sales activities. 
    
    Step-by-step How to Use: 
    1. Enter the transaction code CRMD_LEAD_MONITOR into the SAP command field. 
    2. Select the desired filter criteria from the drop-down menus. 
    3. Click “Execute” to view the filtered list of leads. 
    4. Select a lead from the list to view detailed information about it. 
    5. To edit a lead, click “Edit” in the top right corner of the screen. 
    6. Make any desired changes to the lead and click “Save” when finished. 
    7. To delete a lead, click “Delete” in the top right corner of the screen and confirm your selection when prompted. 
    
    Other Recommendations: 
    It is recommended that users familiarize themselves with all of the available filter criteria before using this transaction code, as this will help them quickly find the desired leads in the list. Additionally, users should be aware that any changes made to a lead will be reflected in all other views of that lead, so they should take care when making edits or deletions.
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