Document number: 11499

 

Leads are rated according to a predefined Inquiry Assessment Index. The index dictates the rating of the Lead, as well as additional information about the prospect or customer. A lead is passed to sales unless it does not meet any of the IAI criteria. The different Lead ratings are: Hot, Good, Fair, No Rating, and Poor.

A lead with the "No Rating" rating value means that the lead fulfills the minimum IAI criteria; however additional information is not known about the prospect or customer.

For information on the Inquiry Assignment Index:

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. Click on Resources.
   
   
5. From the list of Resources, select Inquiry Assignment Index.

This link will take you directly to that location.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 08/09/2002
Revised: jw 03/15/2003
Reviewed: 09/22/2004