Maintaining Third Party Lead Events
A third party lead event represents an action within a lead to either encourage a customer to participate in a program, or perform an on-site service. A lead may contain one or more third party lead events.
The Lead Event portal is used to maintain third
party lead events. This portal contains the following zones:
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Lead Event: Displays the basic information about the lead event.
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Notes: Displays user-defined comments about this lead event
To maintain a third party lead event:
- Select
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Enter your search criteria in the Lead Event Query zone.
The C1-owned base package search options include:
- Name and address
- Related object
- Initiative and representative
- Lead and lead event
- Click Refresh.
-
In the search results list, click the link for the lead
event you want to maintain. The selected lead opens in the Lead Event
portal.
Note: You may also navigate to the Lead Event portal by clicking on the appropriate lead event from various portals and zones. Examples include:
- Initiative Portal: Initiative Leads zone
- Sales Representative Portal: Initiative Leads zone or Initiative Lead Events
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Click the appropriate record action button:
- Edit – Click the Edit button to allow you to edit the main attributes of the lead event. When you click Save, the system updates the record.
- In Progress – Click the In Progress button to initiate the notification process and have the third party lead event sent to the representative.
- Cancel - Select the Cancel button to cancel a pending lead event.
- Click the Add Notes icon, in the Notes zone, to capture additional information for the lead.