Configuring Lead Definitions
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- p_demou (Deactivated)
Table of Contents
Navigating to Lead Definitions
CONFIGURATION > CRM APPLICATION > LEADS > SET UP DEFINITIONS
What are Lead Definitions?
Lead Definitions are a set of business rules used to control the 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.
Validations & Restrictions
| Action | Validations | Restrictions |
|---|---|---|
| Create |
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| Edit |
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| Delete |
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Attributes
An * indicates a field is mandatory
Name | Description |
|---|---|
| Main Information | |
| Number | An auto-generated number that uniquely identifies the Lead Definitions. |
| Name* | The name of the Definition. |
| Alternative Code* | An alternative code for the Definition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters. |
| Description | A description of the Definition. |
| State | The state of the Definition which can be 'Active' or 'Inactive'. Only one 'Active' Definition can exist at a time. |
| Allowed Lead Types | |
| Lead Types | Defines which of the pre-configured Lead 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 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:
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| 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:
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| 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:
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| Competitors | |
| Competitors | Defines a list of the company's possible Competitors that may reach the same Lead for same Products or Goals. |
| Lost Reasons | |
| Lost Reasons | Defines a list of Lost Reasons which should be supported by the System. Lost 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 are predefined in the 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:
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| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |