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Opportunities Lead Assignment
You can view new leads in the Opportunities list on your home page, or you can navigate to the Opportunities screen to view new leads that you did not create but were assigned to you. There are a number of ways in which a lead might be assigned to you:
- A lead is generated through a campaign, and then automatically routed to you using Siebel Assignment Manager and predefined rules.
- A lead is entered into the system by an administrator, and then automatically routed to you using Siebel Assignment Manager and predefined rules.
- An opportunity is created by a sales manager or sales representative who adds you to the sales team.
In each of these scenarios, you are able to view the lead or opportunity because you have been added to the sales team, either as the primary on the sales team or as a sales team member. If you are receiving a lead for the first time and you are the primary on the sales team, the Status field in the More Info view is set to Pending by default. You can accept, reject, or reroute the lead by changing the value in the Status field.
If the administrator has activated the email notifications, predefined processes send email messages to you, alerting you of the following events.
- You have received a new lead and should accept, reject, or reroute the lead within seven days.
- You received a new lead five days ago and should accept, reject, or reroute the lead within two days.
- You have accepted a lead but have not worked on the lead in 30 days.
- You have won the sales opportunity and should enter the reason in the system.
- You have lost the sales opportunity and should enter the reason in the system.
The wording of the emails and the wait periods can be modified. Opportunity Workflows only sends email if the opportunity has revenue greater than $50,000. For more information, see the Opportunity Workflows chapter in Applications Administration Guide.
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Siebel Sales User Guide Published: 18 April 2003 |