Lead Status Definitions
| 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