Managing Leads for Siebel Finance

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 Finance.

Displaying Lead Details

You can display lead details by using the Leads list.

To display lead details 

1. 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.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

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

   • Opportunities. Shows the opportunity information for the lead. For more information, see the following:

     • "Modifying Opportunity Information for a Lead"

     • "Converting a Lead to an Opportunity"

Modifying Lead Information

Complete the following procedure to modify lead information.

To modify lead information 

1. 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.

2. Update an existing lead as follows:

   1. Tap a lead in the Leads list.

      All details for the selected lead appear after the list in the main pane.

   2. 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.

3. Create a new lead as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new lead on the form that appears, 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 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.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

3. Update an existing lead opportunity as follows:

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

      All opportunities associated with the lead appear in the Opportunities list in the main pane.

   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 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 side pane and then tap Add (the plus (+) icon) in the main pane.

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

5. Create a new lead opportunity as follows:

   1. Tap Opportunities in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new opportunity on the form that appears, and then save the record.

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 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.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

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

   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.