Sales Lead Detail - Section Summaries

Sales Lead Detail - Section Summaries

Document number: 11534

General Info

Used to define and display basic Lead information such as the Name, Company, and Lead Status.

Products

Records information about the products or services the lead is interested in. The revenue type determines what business line the revenue will go to (license, service, maintenance, training or hosting).

Address

Used to specify an address for the lead.

Representatives

Used to list business contacts for the lead. We recommend that you look up existing contacts by using the Representative Lookup icon.

Tasks

Used to log all activities that must be completed to manage the deal. Tasks can be assigned to any user in Customer1 and are viewed and administered from the Calendar. Enables the Lead Management team to track call attempts to the contact on the lead through Call Sweeps.

Marketing

Captures the origin of the lead. Used to research how PeopleSoft has touched upon the lead in the past and to link to the associated Campaign and Wave.

Notes / Attachments

Lead Management populates detailed information of interactions with contacts of the lead. Also used to share information on the lead across the sales team. Attached supporting files must be zipped and under 2 MB.

Partners

Used to record all partners involved with this Lead and to indicate their involvement with the sale. A partner that has the role of "Introduced" can't be changed once saved.

Fulfillments

Used to send marketing collateral kit requests to the fulfillment house for representative and address specified.

Territory

Read-only page that displays the industry, territory, region, primary product group, and primary product for the Lead.

Survey

Customer1 does not currently use the survey section.

History

Used to keep an audit trail of changes and validate where the Lead is within the 30 day Lead Aging process.