How and When Are Leads Activated

Leads are activated as follows:

• The system can generate a lead for each customer that satisfies the initiative eligibility criteria and/or related object criteria that is defined on an initiative. The leads can be created in either a Pending or Active state. These leads can then be activated by a background process when required by the user.

• Users can manually activate a lead at their discretion.

Refer to section Creating Leads from an Initiative and Maintaining a Lead for more information.

Parent topic

The Big Picture of Leads