Leads that were created based on the target group as If the entry Lead Type is not described above visible as search criterion, you can The leads created manually choose it from the dropdown box. in the previous step. 3 Select Lead a description, for example: The Lead page opens. BP Lead 01. 4 Open Lead In the Assessments assignment The questionnaire opens. Questionnaire select the attached questionnaire BP_LEAD_EN by choosing the Edit button. 5 Answer Answer the questions and verify Products: Notebooks After entering answers, the Questionnaire that the resulting questionnaire questionnaire level is Warm. 51 100 Employees: – level is Warm in the Qualification employees view of the Lead Details 26 50 units – assignment block. Timeframe: 3 to 6 months 6 Save Choose Save. The system saves and creates a new version automatically for this questionnaire. 7 Go Back Choose Back. You return to the Lead page. 8 Open Account To check details of account data, The Account overview page and Check Fact choose the prospect’s hyperlink. opens first; then the Fact Sheet Sheet From the toolbar choose More opens when you select the menu Fact Sheet. option. 9 Go Back Choose Back to go back to You return to the Lead page. the Lead. 10 Edit Lead Details As a result of the prospect’s fact The Lead Details assignment information, the marketing block can be edited. employee qualifies the Lead manually.
If the entry Lead Type is not visible as search criterion, you can choose it from the dropdown box. Leads that were created based on the target group as described above The leads created manually in the previous step. 3 Select Lead a description, for example: BP Lead 01. The Lead page opens. 4 Open Lead Questionnaire In the Assessments assignment select the attached questionnaire BP_LEAD_EN by choosing the Edit button. The questionnaire opens. 5 Answer Questionnaire Answer the questions and verify that the resulting questionnaire level is Warm in the Qualification view of the Lead Details assignment block. Products: Notebooks Employees: 51 – 100 employees 26 – 50 units Timeframe: 3 to 6 months After entering answers, the questionnaire level is Warm. 6 Save Choose Save. The system saves and creates a new version automatically for this questionnaire. 7 Go Back Choose Back. You return to the Lead page. 8 Open Account and Check Fact Sheet To check details of account data, choose the prospect’s hyperlink. From the toolbar choose More Fact Sheet. The Account overview page opens first; then the Fact Sheet opens when you select the menu option. 9 Go Back Choose Back to go back to the Lead. You return to the Lead page. 10 Edit Lead Details As a result of the prospect’s fact information, the marketing employee qualifies the Lead manually. The Lead Details assignment block can be edited.
C30_CRM703_BPD_EN_XX.docx