Document number: 11270

 

Always search Customer1 to see if a lead exists before creating a new one. A duplicate lead is when a lead is created for a campaign, wave, company, and representative and when a lead for the same already exists.

1. Navigate to Sales and select Leads, then Lead List.
   
   
2. Click on the Add a New Lead button.
   
   
3. Under the General Info tab, enter the Company Name (required).
   
   Option 1: If you use the Search for Company icon to the left of the Company Name field, you will search for the company in Customer1 only. If the Company record does exist (returns in the search results), click on the Company’s Name hyperlink to select the record. If the company is not found, click the Cancel button and you will return to the General Info tab.
   
   Option 2: If you use the Add button (to the right of the Search for Company icon), you will go to the Lead-Add New Company page. Click the Search button and a listing of companies should appear.
   
   a. If the company is listed on the C1 results list, select it by clicking the check box icon to the left of the company name.
   
   b. If no match found in C1, click the No Match Found button on the Lead-Add New Company page to initiate a OneSource look-up.
   
   If the company is returned on the OneSource search results page, select it by clicking the green arrow button to the left of the company name. You will return to the Lead - Add New Company Page. Click the Create Company button. Valid OneSource ID & Company ID will be populated.
   
   OR
   
   If there is no match found in OneSource, click the No Match Found button and you will return to the Lead - Add New Company page. Enter the company address (type Address Line 1 and the Postal Code and click the Address Lookup button). Enter the SIC (required) and other available data (annual revenue and/or employee total). Click the Create Company button, and the company is created. A temporary OneSource ID indicates that this company (and associated data) was not found in OneSource. The company ID is also populated.
   
   c. Now you are back to the Lead General Info tab.
   
   
4. Enter as much information as you have into the remaining business required tabs and fields:
   
   · General Info – Rating, Timeframe, Project
   · Products – product group, revenue type ID
   · Address
   · Representative – First Name, Last Name, Work Phone, Email Address, Title
   · Tasks – Lead Result, tasks section
   · Marketing - Lead Source, Lead Type, Campaign, Wave, Initial Inquiry Date, Date Received LM, priority code
   · Notes/Attachments
   · Partners
   · Fulfillments
   
   
5. Update the Lead Result to the appropriate value.
   
   
6. Save the Lead.
   
   Note: Click on the Transfer To Company icon to the right of the Company field to update company information. Follow a similar process for Representative updates.

 

Lead Result Definitions

• Can’t Reach
  
  Made the required number of call attempts and have not spoken with the prospect. Lead does not meet IAI. Complete final attempt.
  
  
• Complete
  
  Connected with the prospect but did not uncover lead that meets IAI. Complete attempt.
  
  
• In Progress
  
  Attempted to connect with person but was unable to reach. Will attempt again on future date. Incomplete attempt.
  
  
• No Call
  
  No need to call this prospect. Complete attempt.
  
  
• Pass Sales
  
  Spoke to the prospect and uncovered a lead that meets IAI. Requires follow-up from field sales. Complete attempt.
  
  
• Pass Thru
  
  No conversation with prospect. Lead meets IAI through information provided by prospect or online resource. Complete attempt.

Lead Type Values

• Busines Reply Card - BRC
• Business Reply Envelope -BRE
• Email Inquiry
• Event Sign-in
• Fax Inquiry
• In Person
• Outbound Program
• Phone Inquiry
• Territory List
• Web Inquiry

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 11/01/2002