Siebel Leads_Model 1

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Information about Siebel Leads_Model 1
Business & Mgmt

Published on October 1, 2012

Author: adatang90


Model 1LDR convert Lead to Opportunity

Lead Flow in Siebel Siebel Leads Opportunity Change Lead Fill in existed Status from opportunity Ye NEW to name in End s Existing Opportunity Complete Evaluate Opportunity column & confirm lead quality Ye Already A quality existed in account/ based on s lead? Siebel? contact marketing Change Lead Dispatch toLDR information activities No Status from sales by (in Activity NEW to changing Comment) No Converted Owner & Org. Change Lead Status from End NEW to Retire AutomaticallySales create Opportunity to pre-assigned sales

LDR View in Siebel Lead (Lead Converted to Opp.) 5 If the lead is unqualified, click “Retire” and select the reason code and commentCheck account and create new 2account in “Account” if New account will be keptnecessary. hereSiebel existed account will becreated in “Account” as default. 3 Check past marketing events recorded in Activities “Comment” Assign to sales contact1 Confirm contact info. by changing Owner & Org. Select Lead Status based on lead quality 4 New If the sales lead has already existed in Siebel, select the existed Opportunity Name

Sales View: Opportunity converted fromLead

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