Setting Up Lead Event Types
Each initiative can define a structured marketing effort for the events that take place during the life of a lead. For example, one event could be that a letter or an email is sent to the customer.
Each event references a lead event type. An initiative defines a lead event type profile that specifies one or more lead event types and the sequence in which those event types should occur. Refer to The Big Picture of Initiatives for more information.
Some types of lead events may also involve sending outbound messages to an external system (e.g., to notify a third party representative about a customer who has signed up). The lead event type business object can specify the outbound message type(s) to use.
Event types that involve additional workflow activities can define one or more steps; for instance, when work is outsourced to a third party representative (after customer sign-up), the third party lead event includes a list of steps to complete. Each event step has information (such as, completion date) that can be used to track progress.
The base product supplies a number of Lead Event Type business objects. For more details, refer to the specifications for these business objects.
To set up lead event types, select
The Lead Event Type portal contains the following zones:
Lead Event Type List
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Click a broadcast button to open other zones that contain more information about the adjacent lead event type.
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The standard actions of Edit, Delete and Duplicate are available for each lead event type.
Click the Add link in the zone's title bar to add a new lead event type.
Lead Event Type
The Lead Event Type zone contains display-only information about the Lead Event Type. This zone appears when a Lead Event Type has been broadcast form the Lead Event Type List zone or if this portal is opened via drill down from another page.
Please see the zone’s help text for information about this zone’s fields.