How to Handle Leads that Cannot be Moved to another Stage on Time
If you know you cannot move a lead to another stage on time, and if the contact is not available, work with others within the company to get the information. If it is known that there will be a project, but it might take a long time before the project will start, convert the lead to an opportunity with an estimated close date and a forecast type of "Pipeline C." That way, PeopleSoft can develop/maintain the relationship even before the customer starts the project.
Created by the PeopleSoft Knowledge Management Team.
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Created: amq 07/26/2002