In this process step, the user can search for the leads created by executing the campaign with the campaign wizard. Procedure Test Test Step Name Instruction User Entries: Expected Result Pass / Fail / Step # Name: Value Comment 1 Search Leads In the navigation bar, choose Campaign ID: <Campaign The result list shows all created ID> leads. Marketing Search: Leads Enter the relevant search criteria and choose Search. Create Manually Purpose Single Leads must be created manually. Procedure Test Test Step Name Instruction User Entries: Expected Result Pass / Fail / Step # Field Name: Value Comment 1 Open New Lead In the navigation bar, choose The Lead page or a dialog box opens for selection of the Marketing Create: Lead transaction type. 2 Choose If the dialog box Select You can select BP Lead. Transaction Type Transaction Type appears, choose YLD: BP Lead. 3 Enter Details On the BP Lead: New screen, Description: <any The prospect’s address is make the required entries. description> (for example, automatically determined. BP Lead 01) Prospect: <PROSPECT1> 4 Add If the dialog box Organizational Organizational Data appears, choose Data BP_SO_CENTER.
In this process step, the user can search for the leads created by executing the campaign with the campaign wizard. Procedure Test Step # Test Step Name Instruction User Entries: Name: Value Expected Result Pass / Fail / Comment 1 Search Leads In the navigation bar, choose Marketing Search: Leads Enter the relevant search criteria and choose Search. Campaign ID: <Campaign ID> The result list shows all created leads. Create Manually Purpose Single Leads must be created manually. Procedure Test Step # Test Step Name Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment 1 Open New Lead In the navigation bar, choose Marketing Create: Lead The Lead page or a dialog box opens for selection of the transaction type. 2 Choose Transaction Type If the dialog box Select Transaction Type appears, choose YLD: BP Lead. You can select BP Lead. 3 Enter Details On the BP Lead: New screen, make the required entries. Description: <any description> (for example, BP Lead 01) Prospect: <PROSPECT1> The prospect’s address is automatically determined. 4 Add Organizational Data If the dialog box Organizational Data appears, choose BP_SO_CENTER.
C30_CRM703_BPD_EN_XX.docx