Bulk Creation of Leads
Use this procedure to create leads in bulk.
- Select
- Enter your search criteria in the Initiative Query zone.
- Click Refresh.
-
In the search results list, click the link for the initiative
you want to maintain.
The selected initiative opens in the Initiative portal.
-
To create leads for the initiative, click Lead Generation on the Lead Generation and Disposition zone. This zone is displayed
for initiatives in the active state, can have leads and allows a batch
job to be submitted for the creation of leads.
- Select the Lead Status to leave the created leads in. Valid values are Pending or Active. Creating leads in a pending state allows a user to confirm the lead population prior to activating these leads
- Specify the Number of Leads to Generate. This may be used to create a sample set of leads to test the initiative’s eligibility criteria.
- Specify the Email Address. You may optionally specify an email address if you want to be informed when the batch job completes
- Click OK.