Managing Leads for Siebel Sales

A lead is a new prospect or existing customer who might become an opportunity.

The following procedures related to leads and lead management are included in this topic:

• "Displaying Lead Details"

• "Modifying Lead Information"

• "Modifying Opportunity Information for a Lead"

• "Converting a Lead to an Opportunity"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

  
  

Displaying Lead Details

You can display lead details by using the Leads list.

To display lead details 

1. Tap the Side Menu icon on the application banner, and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the right pane or work area.

   • A list in the left pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear below the list in the work area.

3. To view the related items for the selected lead, tap the following name in the list in the list in the left pane:

   • Opportunities. Shows the opportunity information for the lead. For more information, see "Modifying Opportunity Information for a Lead".

Modifying Lead Information

Complete the following procedure to modify lead information.

To modify lead information 

1. Tap the Side Menu icon on the application banner, and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the right pane or work area.

   • A list in the left pane in which you can select the related items for leads.

2. Update an existing lead as follows:

   1. Tap a lead in the Leads list.

      All details for the selected lead appear below the list in the work area.

   2. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

3. Create a new lead as follows:

   1. Tap the plus (+) icon in the work area.

   2. Enter the information for the new lead in the fields that appear, and then save the record.

Modifying Opportunity Information for a Lead

Complete the following procedure to modify the opportunity information for a lead.

To modify the opportunity information for a lead 

1. Tap the Side Menu icon on the application banner, and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the right pane or work area.

   • A list in the left pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear below the list in the work area.

3. Update an existing lead opportunity as follows:

   1. Tap Opportunities in the list in the left pane.

      All the opportunities associated with the lead appear in the work area, and all details for the selected lead appear above the Opportunities list in the work area.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Add an existing opportunity to the lead as follows:

   1. Tap Opportunities in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Choose the opportunity on the list that appears, and then tap OK.

      
      

      Note: You cannot directly create new lead opportunities using the double plus (++) icon in offline mode. In the case of child views where records are being associated, associating a downloaded opportunity with a selected lead using the plus (+) icon is supported in offline mode.

      
      

Converting a Lead to an Opportunity

When you convert a lead to an opportunity, an opportunity record is automatically created for the lead using data from the lead. For more information about converting leads to opportunities, see Siebel Marketing User Guide.

To convert a lead to an opportunity 

1. Tap the Side Menu icon on the application banner, and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the right pane or work area.

   • A list in the left pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear below the list in the work area.

3. Tap Convert to convert the lead to an opportunity.

   
   

   Note: You can convert only a lead that includes a contact. If the lead includes a prospect, then you must promote the prospect to a contact before you can convert the lead to an opportunity.

   
   

Converting a Lead to an Opportunity (Offline Mode Only)

The field mapping used for converting a Lead to an Opportunity in offline mode are:

Lead BC Fields	Opportunity BC Fields
[Description]+[Id]+Timestamp	Name
Account Id	Account Id
Contact Id	Key Contact Id
Primary Position Id	Primary Position Id
Primary Organization Id	Primary Organization Id
Quality	Quality

The field mapping for Prospect to Contact creation is:

List Mgmt Prospective Contact BC Fields	Contact BC Fields
Last Name	Last Name
First Name	First Name
Home Phone #	Home Phone #
Work Phone #	Work Phone #
Cellular Phone #	Cellular Phone #
Fax Phone #	Fax Phone #
Email Address	Email Address
Id	Person UId

About Synchronizing Opportunities

When synchronizing opportunities that were converted in offline mode, the following happens:

• Convert Lead to Opty Service business service is invoked which updates all Opportunity child entities.

• Lead Notes, Lead Products, and Lead Positions are copied from the Lead to the Opportunity.