Document number: 11537

 

Reject a Lead Process

1. Under the General Info tab, change the Status to Rejected.
   
   
2. Choose the Reject Reason from the drop-down list.
   
   Example: If you reject the lead because you are the wrong sales representative assigned to the lead, choose a reject reason of Wrong Sales Rep.
   
   
3. Save the lead.

Accept a Lead and Convert to an Opportunity

Review the lead. When you are ready to progress to an opportunity:

1. Under the General Info tab, change the Status to Accepted and Save the lead.
   
   
2. Click the Convert Lead to Opportunity icon.
   
   Note: You can convert a Lead regardless of its current status (e.g. inquiry, open, contact/qualifying/accepted).
   
   
3. Select the checkbox next to Create a New Opportunity.
   
   Exception: If an opportunity already exists for the company, and that opportunity has the same estimated close date and contains the same products, the lead is a duplicate and should be associated to the existing opportunity. Select the checkbox next to the existing opportunity.
   
   
4. Select the data to bring over by selecting checkboxes. You can choose to bring over data within the Representatives, Products, Tasks, Partners, and Attachments sections by selecting the appropriate checkboxes.
   
   Note: If you link to an existing opportunity, none of the data within the lead is brought over to the opportunity, even if you check the boxes next to each section. This prevents overwriting information on the already-active opportunity. You need to open the existing opportunity and update the data.
   
   
5. Enter an Estimated Close Date for the opportunity.
   
   
6. Select the Forecast Type for the opportunity from the drop-down box. This must be in sync with the Estimated Close Date.
   
   
7. Select the Opportunity Type from the drop-down box.
   
   
8. Click OK to complete the conversion.
   
   
9. Open the opportunity you just created and validate/update the General Info tab with Sales Stage, Sales Task, and Confidence %; the Products tab with accurate Product Groups, Products, and Revenue Types; and the Sales Team tab with current information.

 

 

 

 

 

 

 

 

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