Document number: 11628

 

You can create a lead from within a case using the Related Objects page. After you select the Create Lead option and click the Go button, complete the fields on the Lead page to define the reason for the lead.

1. Login and select Update case from the menu. Enter the ID of the previous case, or click the Representative Lookup button to locate an existing case associated with that representative.
   
   
2. Click the Related Objects tab.
   
   
3. Select Lead from the Relate New Object drop-down list, then click Go.
   
   
4. Complete the fields on the Lead page. Click Create Sales Lead. Your Sales Lead is saved with the case.

If you are authorized to view the details of the lead, you can view the details by using the Details icon

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 02/07/2003