Document number: 11465

 

Lead catchers are responsible for assigning or reassigning leads assigned to the virtual sales user that he or she represents. See below for information on accessing the Lead Catchers Operations Procedure document for the correct process of reviewing leads, distributing leads, reassigning rejected leads, transferring leads to the correct lead catcher, and rejecting leads for management review.

For information on the Lead Catcher:

1. Log in to Planet PeopleSoft using your network name and password. For information, see Eureka! document 15270 — How to log on to Planet PeopleSoft.
   
   
2. From the Planet PeopleSoft home page, select Communities, then Sales (Field Connection).
   
   
3. Click Customer1.
   
   
4. Select Resources.
   
   
5. Click on Lead Assignment Matrix to determine Virtual Sales Users.
   
   
6. The I am a Lead Catcher. How does this change affect me? section provides a description of the responsibilities of a Lead catcher, and a zipped copy of the Lead Catcher Operational Procedures.

To unzip the Lead Catcher Operational Procedures:

1. Click on the Lead Catcher Operational Procedures.zip icon.
   
   
2. Click the Extract button, and select the directory you want the procedures to be extracted in. Then click the Extract button to complete the extraction.
   
   
3. Click Done. Then you can close the PKZIP windows. You'll find a copy of the Lead Catcher Operational Procedures saved in the directory you selected.

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 04/30/2002
Revised: jw 03/13/2003