Siebel CRM Siebel Mobile Guide: Disconnected Siebel Innovation Pack 2017, Rev. A E52427-01 |
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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:
"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. |
You can display lead details by using the Leads list.
To display lead details
Tap Side Menu and then tap Leads to display the following:
The Leads list and details for the selected lead in the main pane.
A list in the side pane in which you can select the related items for leads.
Tap a lead in the Leads list.
All details for the selected lead appear after the list in the main pane.
To view the related items for the selected lead, tap the following name in the list in the list in the side pane:
Opportunities. Shows the opportunity information for the lead. For more information, see "Modifying Opportunity Information for a Lead".
Complete the following procedure to modify lead information.
To modify lead information
Tap Side Menu and then tap Leads to display the following:
The Leads list and details for the selected lead in the main pane.
A list in the side pane in which you can select the related items for leads.
Update an existing lead as follows:
Tap a lead in the Leads list.
All details for the selected lead appear after the list in the main pane.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new lead as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new lead in the fields that appear, and then save the record.
Complete the following procedure to modify the opportunity information for a lead.
To modify the opportunity information for a lead
Tap Side Menu and then tap Leads to display the following:
The Leads list and details for the selected lead in the main pane.
A list in the side pane in which you can select the related items for leads.
Tap a lead in the Leads list.
All details for the selected lead appear after the list in the main pane.
Update an existing lead opportunity as follows:
Tap Opportunities in the list in the side pane.
All opportunities associated with the lead appear in the Opportunities list in the main pane.
Tap the opportunity that you want to update.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Add an existing opportunity to the lead as follows:
Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
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. |
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
Tap Side Menu and then tap Leads to display the following:
The Leads list and details for the selected lead in the main pane.
A list in the side pane in which you can select the related items for leads.
Tap a lead in the Leads list.
All details for the selected lead appear after the list in the main pane.
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. |
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 |
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.