1. Implementation Reference
  2. Set Leads Business Unit Properties

Set Leads Business Unit Properties

You can set several lead settings at the business unit (BU) level. When you set an option such as a rule or template at the BU level, the option setting is effective for only the BU that you indicate.

You set leads' BU-level options in the Specify Sales Business Function Properties page, in the Lead Settings section.

Here's how to specify business unit properties for leads:

  1. In the Setup and Maintenance work area, go to:

    • Offering: Sales

    • Functional Area: Company Profile

    • Task: Specify Sales Business Function Properties

  2. If a BU isn't associated with the task, the application prompts you to select one. The Select Scope dialog box appears. In this dialog box:

    1. Select the Specify Sales Business Function Properties option.

    2. In the Business Unit list of values, click Select and Add and add the BU.

    3. After you have selected the BU, click Apply and Go to Task.

  3. In the Specify Sales Business Function Properties page, in the Lead Settings section, set these options:

    • Lead Templates

    • Lead Conversion Mapping

  4. Save your changes.

BU-Enabled Lead Profile Options

This table describes the lead template and copy map BU-enabled profile options and their default values, if any.

Profile Option

Description

Default Value

Qualification Assessment Template

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

None

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.

None

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.

None

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