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  2. Set-ID-Enabled Predefined Data for Leads

Set-ID-Enabled Predefined Data for Leads

Here's the predefined data for leads that's set-ID-enabled:

BU-Enabled Lead Profile Options

This table describes the lead template and copy map BU-enabled profile options. None of the profile options have a default value.

Profile Option

Description

Qualification Assessment Template

Specify the qualification template to use for evaluating and qualifying leads.

Direct Lead to Opportunity Copy Map

Specify the mapping file name created in Application Composer, Copy Maps. This file is used to map objects and attributes when a direct lead is converted to an opportunity.

Partner Lead to Opportunity Copy Map

Specify the mapping file name created in Application Composer, Copy Maps. This file is used to map objects and attributes when a partner lead is converted to an opportunity.

Set-ID-Enabled Leads Lookup Types

This table shows the leads set-ID lookup types, the values, and the descriptions:

Lookup Type

Lookup Values

Description

Lead Qualification Budget Status

  • Approved

  • Pending

  • Unknown

The approval status of a customer budget. The data is used to assess the lead qualification status.

Lead Rank

  • Cold

  • Hot

  • Warm

Lead rank values used as a measure of lead quality and prioritization.

Lead Reassignment Reason

  • No activity

  • Other

  • Workload

Possible reasons specified for reassigning leads.

Lead Reject Reason

  • Duplicate lead

  • Failed to reach contact

  • Incorrect data

Possible reasons specified for rejecting leads. Rejected leads can be reassigned or retired.

Lead Retire Reason

  • Duplicate lead

  • No purchase interest

Possible reasons for retiring leads. Retired leads are considered closed leads.

Lead Registration Type

  • Co-sell

  • Referral

  • Resale

Types of leads available for partners.

Lead Source Channel

  • Direct mail

  • E-Mail

  • Fax

  • Marketing Cloud

  • Phone

  • Sales visit

  • Social

  • Company website

  • Wireless message

  • Model-based prediction

  • Rules-based prediction

Source channel responsible for lead generation.

Lead Time Frame

  • 3 months

  • 6 months

  • 9 months

  • 12 months

  • 15 months

  • 18 months

Lead cycle duration that usually coincides with a typical sales cycle duration for products and services offered.