How are Leads Completed

The system infers that a lead has succeeded by the creation of other data in the system, at which time the lead transitions to the Successful state. For example:

If an active lead is related to a rebate claim conservation program, the lead is determined to be successful when that rebate claim is filed for the customer.
If an active lead is related to a contract option, the lead is determined to be successful when the customer’s service agreement is linked to that contract option.
If an active lead for is related to a campaign, the lead is determined to be successful if a completed order exists for the customer for the campaign.
If an active lead is assigned to a third party representative, to perform one or more tasks, the lead is determined to be successful if the Notify Third Party lead event is completed.

Users can also manually transition a lead to the Successful state at their discretion. Refer to Maintaining a Lead for more information about working with Leads.