Initiatives Lead Events Summary

By clicking on one of the broadcast items in the Initiative Lead Event Type Summary zone, the Initiative Lead Events zone is populated. This zone displays lead events for the initiative, representative, lead event type (if available) and status (if available). If the representative is a group, events for all individuals in the group are shown. Only lead events with a trigger date on or after the Start Date are displayed.

The following is displayed in the result set:
  • Event Date and Lead Event information is shown for each event. You can navigate to a specific lead event by clicking on a lead event.
  • Lead shows the lead information for the initiative's lead. You can navigate to the lead by clicking on a lead.
  • Customer Information related to the lead. You can navigate to the account related to the lead by clicking customer information for a lead.
  • The Sales Representative shows the representative assigned to the lead.