Siebel Public Sector Guide > Managing Investigative Cases > Process of Managing Lead Information >

Creating Lead Records


Perform the following procedure to create new lead records.

Users can also regenerate the serial number that is automatically assigned to the lead record. This serial number allows for efficient tracking of the lead. If you add a lead record on the Leads view of any screen (except for the Cases screen), then you must navigate to the Leads screen to regenerate the serial number.

NOTE:  The Case Name field is mandatory when you create a new lead record. Because you can associate leads with multiple cases, the lead serial number generated is based on the primary case record.

This task is a step in Process of Managing Lead Information.

To create a lead record

  1. Navigate to the Leads screen, then the Lead List view.
  2. Create a new record, and complete the fields as appropriate.

    The following table describes some of the fields.

    Field
    Description

    Lead ID

    Displays an automatically generated number that uniquely identifies the lead.

    Lead Name

    Type a descriptive name for the lead.

    Lead Priority

    Select the importance of the lead. Values include Routine, Deadline, Immediate, and Priority.

    Lead Type

    Select the type of lead. Values include Investigative, Administrative, and Site Visit.

    Lead Sub-Type

    Select a further clarification of the lead type. The values that you can select depend on the value that you select in the Lead Type field.

    Lead Serial #

    Displays the serial number for the lead. A serialization rule populates this field when you save the record.

    According to the default serialization rules, the serial number assigned to each lead is based on the primary case number associated with the lead. For example, if the case number is NY-2B-296-3964041, then the lead serial number might be NY-2B-296-3964041-296-3964055.

    Lead Status

    Displays a status of Active for the lead.

    Lead Sub-Status

    Select a further clarification of the lead status. The values that you can select depend on the value that you select in the Lead Status field.

    Assigned To

    Displays the ID of the user who creates the lead record. You can assign additional users to the lead. The user who creates the lead record remains the primary team member for the lead.

    Approval Template

    Select a template that determines the approval routing for the lead. The lead record is automatically routed to each approver's inbox until the record has all approvals in the chain. For more information, see Reviewing Approvers for Leads and Submitting Leads for Approval.

    Case Name

    Select a case that is associated with the lead. When you select a case name, the Case Number, Case Serial number (#), and Case Owner fields are populated. You can associate multiple cases with a lead.

  3. (Optional) Click Regenerate All if you want to regenerate the serial number assigned to the selected lead record.

    Each time that you click Regenerate All, the serial number changes if a field value in the lead serialization rule changed after the serial number was last generated. For more information, see About Generating New Serial Numbers.

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