Jump to main content
Adding New Lead Events to a Lead
-
Select
-
Enter your search criteria in the Lead Query zone.
-
Click Refresh.
-
In the search results list, click the link for the lead
you want to view maintain. The selected lead opens in the Lead portal.
-
To add a lead event to the lead, click the Add Lead
Event link in the Lead Events zone title bar.
-
Search for and select the appropriate lead event type.
-
Specify the Trigger Date of when the lead event is to be
executed.
-
Specify the Communication Channel to indicate what form
the event will be sent.
-
Click Save.
Repeat steps 5 to 9 for add additional lead events.