Skip to end of banner
Go to start of banner

Configuring Lead Definitions

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

What does this section cover?

What are Leads  Definitions?

Leads  definitions is a set of business rules used to control the behavior of Leads  throughout their whole life cycle.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   

Leads  Definition attributes 

Name

Description

 NumberAn auto generated number that uniquely identifies the accounts receivable definitions
 Name*The name of the definition
 Alternative code*An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specified
DescriptionA description for the definition
StateThe state of the definition which can be active or inactive. Only one active definition can exist at any point
  
  
  

Defining your own Leads  Definition tailored to your company's needs

  1. Navigate to PATH
     
  2. Either search for an existing one or from the Top Menu click on NEW

     
  3. MAIN INFORMATION


    1.  

  4. LOG INFORMATION

  5. Unable to render {include} The included page could not be found.
  6. From the Top Menu click on Save

Deleting Leads  Definitions

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

Changing the Life Cycle State of Leads  Definition

Unable to render {include} The included page could not be found.

 

Visit /wiki/spaces/WIP/pages/10010220 Leads for business examples related to


Related Areas

Popular Labels

  • No labels