Siebel Marketing User Guide > Creating and Using Leads > Process of Creating, Modifying, and Qualifying Leads >
Creating and Modifying Leads
This task is a step in Process of Creating, Modifying, and Qualifying Leads. The following procedure shows how to create or modify a lead. To create or modify a lead
- Navigate to the Leads screen.
- In the All Leads list, create a record, or select a lead to change.
- Complete the fields.
The Description field is required.
- To add detailed information to the lead, click the lead, then select the Lead Details view tab.
Complete the fields using the following table as a guide.
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Lead Referrer |
The partner who referred the lead. |
Lead Status |
The default program status is Unqualified. Options are Accepted, Qualified, To be reassigned, Existing opportunity, Nurture, Converted, Rejected, and Retired. |
Organization |
Click the Organization select button, and select the predefined organization to be responsible for the program. An organization that you assign to a program is inherited by campaigns in that program. |
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