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Back to Leads Main Page

Excerpt
hiddentrue

Learn how you can to configure Leads Lead Business Definition Definitions that will dictate determine the overall behavior behaviour of Leads

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Table of Contents

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Navigating to Lead Definitions

Info

What are Leads  Definitions?

Leads definitions is

CONFIGURATION > CRM APPLICATION > LEADS > SET UP DEFINITIONS

What are Lead Definitions?

Lead Definitions are 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

behaviour of Leads throughout their Life Cycle.

Lead Definitions can be edited, deleted and have their Life Cycle State changed.

  • Navigate to Lead Definitions and explore existing entries via the Summary page. 

  • Click on the link (Name or Number) of the record of your interest to access the Data Entry page and see more detail.

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition. 

Check the Validations & Restrictions Table below for a list of available Actions when working with Lead, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Lead fields.

Lead DefinitionsImage Added

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validations
validations
Validations & Restrictions

Multiple Lead definitions can exist in the system
ActionValidationsRestrictionsAdditional Information
General
  • Not Applicable
  • Not Applicable
  • Lead definitions are mandatory, if no active Lead definitions exists then no Leads processes can be performed.
CreateCreate
  • Mandatory Fields must be defined.
  • Multiple Lead Definitions can be present in the System, but each one should have a unique name Name and alternative codeAlternative Code.
  • All mandatory fields must be defined
  • Only one Lead definition is allowed to be active Lead Definition can be 'Active' at a time. Not Applicable
Edit
  • All mandatory fields Mandatory Fields must be defined.
  • Not Applicable
Delete
  • Not Applicable
Delete
  • Not Applicable
  • Not Applicable
  • Not Applicable
Leads Definition attributes 
  • Cannot be deleted if its the 'Active' Definition.

 

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attributes
attributes
Attributes

An * indicates a field is mandatory 

Log Information - GlobalLog Information - Global
  • From the Top Menu click on Save

    • Deleting Leads Definitions

    Include PageDeleting a record - GlobalDeleting a record - Global

    Changing the Life Cycle State of Leads  Definition

    Include PageChanging the Life Cycle State of a Definition - GlobalChanging the Life Cycle State of a Definition - Global
    Lead Defines the automatic conversion of any entities Won

    Name

    Description

    Main Information
    Number NumberAn auto-generated number that uniquely identifies the Lead definitionthe Lead Definitions.
     Name*The name of the definitionDefinition.
    Alternative codeCode*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 specifiedDefinition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters.
    DescriptionA description for of the definitionDefinition.
    State*The state of the definition Definition which can be active or inactive'Active' or 'Inactive'. Only one active definition 'Active' Definition can exist at any pointa time.
    Allowed Lead Types
    Lead Types

    Defines which of the pre-configured Lead types Types can be used for creating a new Lead.

    Automatic Conversion
    Enable Automatic Conversion

    Enables the Automatic Conversion from Lead to Customer, i.e. a new Accounts Receivable will be created if the Lead is

    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:

    • Accounts Receivable Classification
    • Credit Rating
    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:

    • IMPORTANCE1
    • IMPORTANCE2
    • IMPORTANCE3
    • IMPORTANCE4
    • IMPORTANCE5
    • CUSTOM1
    • CUSTOM2
    • CUSTOM3

    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:

    • PRIORITY1
    • PRIORITY2
    • PRIORITY3
    • CUSTOM1
    • CUSTOM2
    • CUSTOM3

    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 CompetitorsA 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

    set to a Status of Life Cycle State 'Won' and no Accounts Receivable was set during the Lead's creation. If the Automatic Conversion is enabled then the following fields are available and mandatory:

    • Account Classification*: The Account Classification that will be automatically applied on the new Accounts Receivable.
    • Credit Rating*: The Credit Rating that will be automatically applied on the new Accounts Receivable.
    Supported Preferences
    Priorities
    Priority Levels

    The Levels that can be used while creating and maintaining a Lead. To be able to use the Priority Levels, you have to set them as 'Supported' using the related check box.

    Priority Levels set on Leads can help during the planning phase as Leads with higher Priority are processed sooner.

    It is mandatory to specify a default Priority Level, and it is possible to provide a label for each of the available Levels to match the company's business needs. The Levels available for selection are predefined in the System and include the following:

    • PRIORITY1
    • PRIORITY2
    • PRIORITY3
    • PRIORITY4
    • PRIORITY5
    • PRIORITY6
    • PRIORITY7
    • PRIORITY8
    • PRIORITY9
    • PRIORITY10
    Importance
    Importance Levels

    A list of Levels that can be used while creating and maintaining a Lead. To be able to use the Importance Levels, you have to set them as 'Supported' using the related check box.

    Importance Levels set on Leads can help identify the critical ones so that agents give them special attention during processing.

    It is mandatory to specify a default Importance Level, and it is possible to provide a label for each of the available Levels to match the company's business needs. The Levels available for selection are predefined in the System and include the following:

    • IMPORTANCE1
    • IMPORTANCE2
    • IMPORTANCE3
    • IMPORTANCE4
    • IMPORTANCE5
    • CUSTOM1
    • CUSTOM2
    • CUSTOM3
    Competitors
    CompetitorsDefines a list of the company's possible Competitors that may reach the same Lead for same Products or Goals.
    Lost Reasons
    Lost ReasonsDefines a list of Lost Reasons which should be supported by the systemSystem. 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 Reasons must be provided once a Lead is set to a 'Lost' Life Cycle State.
    Source Types
    Source Types

    Defines a list of Source Types that may introduce or propose possible Leads to the company. Lead sources Sources are predefined in the system and not configurable, but they can be overridden by specifying a different label. The following lead sources System and cannot be configured. It is possible to provide a label for each of the available Source Types, so that it matches the company's needs. The following Lead Source Types are supported:

    • Advertisement
    • NotificationsNotification
    • CommunicationsCommunication
    • Recommended by contactContact
    • Recommended by employeeEmployee
    • Recommended by partnerPartner
    • Website
    • Other
    • CUSTOM1
    • CUSTOM2
    • CUSTOM3
    • CUSTOM4

    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

    1. Provide the required information

      1. Name

      2. Alternative Code

      3. State

      4. Description

        Configuring Lead DefinitionsImage Removed
         

  • ALLOWED LEAD TYPES

    1. Click on ADD to select a Lead Type from the drop down list.

  • AUTOMATIC CONVERSION

    1. Click Enable Automatic Conversion to allow automatically converting a Won Lead to a Customer

    2. Provide the required information

    3. Account Classification: Select a classification from the drop down list

    4. Credit Rating: Select a credit rating from the drop down list

  • SUPPORTED PREFERENCES

    1. PRIORITIES

      1. Select the Priorities to be supported and change their label if you wish to.

    2. IMPORTANCE

      1. Select the Importance Levels to be supported and change their label if you wish to.

    3. COMPETITORS

      1. Click on ADD and provide the required information

        1. Name: Select a competitor from the drop down list

        2. Description

    4. LOST REASONS

      1. Click on ADD and provide the required information

        1. Name: Select a lost reason from the drop down list

        2. Description

  • SOURCE TYPES

    1. View the available source types and change their Label if you wish to.

  • LOG INFORMATION

    • Include Page
    • CUSTOM5
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
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