Sales Representative Initiatives Leads Zone

By clicking on one of the broadcast items in the Initiative Lead Summary zone, the Initiative Leads zone on the Sales Representative portal is populated with relevant lead information for the selected item. If the sales representative is a group, leads for all individuals in the group are shown.

The following is displayed in the result set for each lead:
  • Basic Lead information for the initiative's lead. You can navigate to the lead by clicking on the lead.
  • Customer Information related to the lead. You can navigate to the account related to the lead by clicking on the customer information.
  • The Last Complete Event. You can navigate to the lead event by clicking on the last complete event for a lead.
  • For open leads, the Next Pending Event. You can navigate to the lead event by clicking on the next pending event for a lead.
  • The Sales Representative shows the rep assigned to each lead.

For information about using this zone to reassign leads to another representative, see Reassigning Leads for a Sales Representative.