Siebel Public Sector Guide > Managing Investigative Cases > Recording Lead Information >

Creating Lead Records

This task is a step in Process of Managing Investigative Cases.

Perform the following procedure to create new lead records.

NOTE:  The Case Name field is mandatory when creating a new lead record. As leads can be associated with multiple cases, the lead serial number generated is based on the primary case record.

To create a lead record

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

    The following table describes some of the fields.


    Lead ID

    An automatically generated number which uniquely identifies the lead.

    Lead Name

    Descriptive name for the lead. Drill down on this field to navigate directly to the Leads screen's More Info view where you can enter additional information.

    Lead Priority

    Select an option to indicate the priority of the lead. Options include Routine, Deadline, Immediate, and Priority.

    Lead Type

    Select an option to clarify the type of lead. Options include Investigative, Administrative, Site Visit, and so on.

    Lead Sub-Type

    Select an option to further clarify the type of lead. The options displayed are dependent on the value selected from the Lead Type drop-down list.

    Lead Serial #

    This field is populated automatically by a serialization rule as soon as the record is saved.

    According to the default serialization rules, the serial number assigned to each lead is based on the primary case number associated with it. For example, if the case number is NY-2B-2, then the lead serial number could be NY-2B-2-4.

    Serial numbers that have already been used to identify other items (for example, a piece of evidence) are skipped. This means that if an item of evidence has been recorded while you are creating the lead, the serialization rules skip past this number and assign the next available one to the lead record.

    Lead Status

    Select an option to indicate the status of the lead. For example, leads can be marked as Active, Discontinued, or Archived.

    Lead Sub-Status

    Select an option to further clarify the lead status. The options displayed are dependent on the value selected from the Lead Status drop-down list.

    Assigned To

    The team members to which the lead is being assigned. The user who creates the lead record remains the primary for the lead.

    Case Name

    The name of the case that is associated with this lead. Once you have selected a case name, the Case Number and Case Serial # fields are automatically populated. You can associate several cases with a lead.

  3. Drill down on the Lead Name field.

    The More Info view appears.

  4. In the Approval Template field, select a lead approval template.

    The approval template determines the approval routing for the lead. See Reviewing Approvers for a Case for more information about how to edit the approval list using the Approvers view. See Submitting Leads for Approval for more information about submitting the lead record for approval once the approver list has been confirmed.

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