Document number: 11306

 

Typical Lifecycle of a PeopleSoft Lead

1. Leads are generated from Marketing Campaigns managed by PeopleSoft Marketing. Each response or inquiry is added to Customer1 as a Lead and assigned to a Call Rep in Lead Management.
   
   
   • Lead status = Marketing Inquiry
     
     
2. Once a Lead meets the Inquiry Assignment Index (IAI) criteria, the Virtual Sales User is placed in the Lead owner field. This routes the lead to a Lead Catcher.
   
   
   • Lead status = Open
     
     
3. The Lead Catcher assigns the Lead to the appropriate Sales Rep and sends a notification to the Rep alerting them of the new Lead.
   
   
   • Lead status = Open
     
     
4. A lead is created by the Sales Rep.
   
   
   • Lead status = Inquiry
   
   
5. The Sales Rep conducts further qualification and a call sweep to assess the real value of the Lead.
   
   
   • Lead status = Contacted/Qualifying, once interaction begins with Lead contacts
     
     
   • Lead status = Accepted, if the Sales Rep accepts the Lead and the Lead is converted to an Opportunity
     
     For information about converting Leads, click for document 11310 — Converting a Lead to an Opportunity.
     
     
   • Lead status = Rejected, if the Sales Rep rejects the Lead and provides a rejection reason
     
     
   • Lead status = Converted if the lead has been converted to an opportunity.
     
     For information about Rejecting a Lead, see Eureka! document 11311 — Rejecting a Lead.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/13/2001
Revised: amq 06/11/2002