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Mass Lead creation from Campaign

A Lead can originate in numerous ways and to create a Lead in SAP CRM may also be done in various ways.In this blog post I will try to create probably the simplest scenario, using the standard CRM functionality , of Campaign to Lead.This would also help in mass Lead creation for a group of target group members.

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We all know that Campaigns are of various types.We can create a Campaign type (say Lead Qualification) with communication medium as a transaction type(in this case Lead).

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After performing these simple configuration steps,login to the web ui .Click to create a campaign and select the above campaign type.The comminication medium would be automatically populated.A new field Lead Template would also appear.Lead template , like any other template, is a framework or skeletal structure of the Lead.So instead of maintaining the same/redundant data again and again , the lead template can be used.(this is mandatory anyway).Add the target group containing the members for which the Lead is to be generated.

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Note: The description of the lead template will be copied over to the individual leads’ description.

Once the Campaign is approved by the marketing manager, Release and execute the campaign.Leads would be created for all the TG members.

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  • We can also use the new segment builder tool to just right click on the TG and select create leads...that is more easy if segment builder tool is being used..

    • But that can only be done in case where you are sure that all business partners are leads. When you collect leads from off line medium (events, seminars, fields etc) then you can use this method to generate leads.

      so it depends on the business scenario.