Lead Status Definitions

Document number: 11272

 

 

Info Only An inquiry that is not intended to be passed to sales as a lead requiring follow-up, but is recorded in Customer1 for Marketing and Lead Management reporting and for re-marketing purposes.
Inquiry First stage of a Lead when gathering and confirmation of IAI information is being completed before being passed to Sales.
Open Passed to Sales for further follow-up, acceptance or rejection. A PeopleSoft product or service has been identified.
Contacted/Qualifying The sales user has indicated he or she is further qualifying the lead to establish whether it should be accepted.
Accepted Accepted by sales user but not yet ready to be converted to an opportunity. A PeopleSoft product or service has been identified, but perhaps the company has not yet identified a buying period.
Converted The lead has been converted by the sales user to an opportunity.
Rejected Rejected by sales user. MUST be given a Reject Reason from the drop-down list.

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 11/01/2002