Document number: 11464

 

A virtual sales user is the mechanism for lead catchers to assign leads. When creating a new lead, lead management places the virtual sales user name in the lead Owner field. A lead catcher then filters for leads that are assigned to the virtual sales user that corresponds to them, and assigns the leads to the appropriate sales reps. If the lead is assigned to the wrong sales rep, the sales rep must reassign the lead to the appropriate virtual sales user for reassignment.

Virtual sales user names are set up based on region, industry, product or service interest, and company type. For example, a lead in the Central United States, where the product interest is E&G, and is a prospect company would be assigned to the virtual sales user of 'E G Central, License Rep'. Use the Lead Assignment Matrix (see below) to determine the correct Virtual Sales User.

To find information on the Virtual Sales User and a copy of the Lead Assignment Matrix:

1. Log in to Planet PeopleSoft using your network name and password. For information, see Eureka! document 15270 — How to log on to Planet PeopleSoft.
   
   
2. From the Planet PeopleSoft home page, select Communities, then Sales (Field Connection).
   
   
3. Click Customer1.
   
   
4. Select Resources.
   
   
5. Click on Lead Assignment Matrix to determine Virtual Sales Users.
   
   
6. The What is a Virtual Sales User? section includes a description of the Virtual Sales User, and a zipped copy of the Lead Assignment Matrix.

To unzip the Lead Assignment Matrix:

1. Click on the Lead Assignment Matrix.zip icon.
   
   
2. Click the Extract button, and select the directory you want the matrix to be extracted in. Then click the Extract button to complete the extraction.
   
   
3. Click Done. Then you can close the PKZIP windows. You'll find a copy of the Lead Assignment Matrix saved in the directory you selected.
   
   

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 04/30/2002
Revised: jw 03/15/2003
Reviewed: 09/24/2004