Lead Aging Process 30 days cumulative

Document number: 11536

 

Lead Aging Process 30 days cumulative

Open 7 days Sales user has 7 calendar days to call the contact and update Lead status to either Rejected or Contacted/Qualifying.
Contact/Qualify 7 days Sales user has 14 calendar days (from when the lead was opened) to determine if the lead is a viable opportunity and either accept or reject the lead.
Accept 14-16 days Sales user has 30 calendar days (from when the lead was opened) to convert the lead to an opportunity or to reject the lead.

Use the History tab on the Leads Detail header bar to display a history of the Lead status to determine where the Lead is in the Lead Aging process.

 

 

 

 

 

 

 

 

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