Generating New Serial Numbers for Subleads

Perform the following procedure to generate a new serial number for a sublead that is associated with a lead. This procedure allows you to generate a new sublead serial number directly from the Sub-Lead view of the Leads screen. Alternatively, you can note the sublead name, navigate to the Leads screen, and regenerate the sublead serial number.

Note: The format of the serial number for the sublead changes if you regenerate the number from the Leads screen because the triggered serialization rule is different. The Case Lead rule performs serialization in the Leads screen, while the Lead Sub-Lead Rule performs serialization in the Sub-Lead view in the Lead List view of the Leads screen. For more information, see About Serialization Rules.

This task is a step in Process of Managing Lead Information.

To generate a serial number for a sublead

1. Navigate to the Leads screen, then the Lead List view.

2. Drill down on the Lead Name field of the lead record.

3. Navigate to the Sub-Lead view.

4. Select the sublead record to update with a new serial number.

5. Click Regenerate.

   The sublead serial number is updated.