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Learn how you can configure Leads Business Definition that will dictate overall behavior of Leads |
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What are Leads Definitions?
Leads definitions is a set of business rules used to control the behavior of Leads throughout their whole life cycle.
A Lead Definition is a set of business rules which are used in order to create and maintain Leads throughout their whole life cycle.
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations | Restrictions | Additional Information | ||
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| General | N/A | N/A
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| Edit |
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| Delete | N/A | N/A | N/A
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Leads Definition attributes
Name | Description |
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| Number | An auto generated number that uniquely identifies the Lead definition |
| Name* | The name of the definition |
| Alternative code* | An alternative code for the definition. On creating a new definition it should default to the first letter of each word included in the name (in Capitals), if nothing else is specified |
| Description | A description for the definition |
| State* | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
| Allowed Lead Types | Defines which of the pre configured Lead types can be used. |
| Automatic Lead Conversion | Defines the automatic conversion of any entities if the Lead is Won |
| Accounts Receivable | Check box determining if the automatic conversion is enabled or not If enabled then the following need to be configured. If nothing is specified then the values are taken from the active accounts receivable definition:
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| Supported Preferences | |
| Supported Importance Levels* | They define a list of importance levels which should be supported by the system and the label that should be used for each level. The levels are selected from a predefined list which can be supported by the software and include the following:
Levels which should be loaded and displayed automatically can be specified by setting them as “Supported" A default level should and must be selected. |
| Supported Priority Levels* | They define a list of Priority levels which should be supported by the system and the label that should be used for each level. The levels are selected from a predefined list which can be supported by the software and include the following:
Levels which should be loaded and displayed automatically can be specified by setting them as “Supported" A default level should and must be selected. |
| Supported Competitors | A table list that you can define the Competitors which should be supported by the system. The Competitors can be defined by providing a name and optionally a website and a description |
| Supported Lost Reasons* | They define a list of Lost Reasons which should be supported by the system. The Lost reasons can be configured by providing the name and specifying which are supported by the software |
Source Type* | They define a list of Source types to hold the source through which the lead was introduced or proposed to the company. Lead sources are predefined in the system and not configurable, but they can be overridden by specifying a different label. The following lead sources are supported:
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Defining your own Leads Definition tailored to your company's needs
- Navigate to CONFIGURATION > CRM APPLICATION > LEADS > SET UP DEFINITIONS
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the required information
Name
Alternative Code
State
Description
ALLOWED LEAD TYPES
Click on ADD to select a Lead Type from the drop down list.
AUTOMATIC CONVERSION
Click Enable Automatic Conversion to allow automatically converting a Won Lead to a Customer
Provide the required information
Account Classification: Select a classification from the drop down list
Credit Rating: Select a credit rating from the drop down list
SUPPORTED PREFERENCES
PRIORITIES
- Select the Priorities to be supported and change their label if you wish to.
IMPORTANCE
- Select the Importance Levels to be supported and change their label if you wish to.
COMPETITORS
Click on ADD and provide the required information
Name: Select a competitor from the drop down list
Description
LOST REASONS
Click on ADD and provide the required information
Name: Select a lost reason from the drop down list
Description
SOURCE TYPES
- View the available source types and change their Label if you wish to.
LOG INFORMATION
Include Page Log Information - Global Log Information - Global - From the Top Menu click on Save
Deleting Leads Definitions
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Changing the Life Cycle State of Leads Definition
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