ibm leads: administrator's guide · 2018. 2. 22. · custom reference attributes .....41 attribute...

IBM LeadsVersion 9 Release 1October 25, 2013

Administrator's Guide

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NoteBefore using this information and the product it supports, read the information in “Notices” on page 157.

This edition applies to version 9, release 1, modification 0 of IBM Leads and to all subsequent releases andmodifications until otherwise indicated in new editions.

© Copyright IBM Corporation 1999, 2013.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

Contents

Chapter 1. User Roles. . . . . . . . . 1User Roles list page . . . . . . . . . . . . 1Role Details page . . . . . . . . . . . . . 2Setting basic user role information . . . . . . . 3

Setting role name and description . . . . . . 3Associating user roles with organizations . . . . 3

User role permissions . . . . . . . . . . . 4Configure rule permissions . . . . . . . . 5Rule Wizard Configuration page. . . . . . . 5Setting a user role 's rule permissions . . . . . 5

Set Navigation, Home Page, and Miscellaneous userrole permissions . . . . . . . . . . . . . 5

Chapter 2. Users . . . . . . . . . . . 7Users list page and Find Results page . . . . . . 7Users Detail page . . . . . . . . . . . . . 8

Account Settings page . . . . . . . . . . 11Quick Find for users . . . . . . . . . . . 11

Advanced Find for users . . . . . . . . . 12Users list page . . . . . . . . . . . . 13

Certification Details . . . . . . . . . . . 13Restricting access to the Admin Console on aper-user basis. . . . . . . . . . . . . . 14

Setting up a Marketing Platform group . . . . 14

Chapter 3. Organization Detail page . . 17Find Organizations page . . . . . . . . . . 18Organizations Find Results page . . . . . . . 18Organizations List page and Find Results page . . 18Organizations tree-view list page . . . . . . . 20Sales Organization Details page . . . . . . . 21

Chapter 4. Contracts page . . . . . . 23Contract Details page . . . . . . . . . . . 23

Chapter 5. Company Details page . . . 25Company permissions . . . . . . . . . . . 26Company List page. . . . . . . . . . . . 27

Chapter 6. Products . . . . . . . . . 29Product Details page . . . . . . . . . . . 29Products list page . . . . . . . . . . . . 30

Chapter 7. Contacts . . . . . . . . . 31Contacts page . . . . . . . . . . . . . 31Advanced Find for contacts . . . . . . . . . 32Find Contact . . . . . . . . . . . . . . 33

Chapter 8. Campaigns . . . . . . . . 35Campaigns list page . . . . . . . . . . . 36Campaigns Tree-view page . . . . . . . . . 37

Chapter 9. Custom attributes . . . . . 41Root attributes and derived attributes . . . . . 41Custom reference attributes . . . . . . . . . 41Attribute labels and descriptions for other locales . 42Validation rules . . . . . . . . . . . . . 42Creating an attribute . . . . . . . . . . . 42Creating a drop-down list . . . . . . . . . 43Reusing a drop-down list . . . . . . . . . . 43Creating a custom reference attribute . . . . . . 44Delete attribute . . . . . . . . . . . . . 44Attributes page . . . . . . . . . . . . . 44Attributes list page . . . . . . . . . . . . 45Attribute editor page . . . . . . . . . . . 45Attribute Editor Drop-downs or Multiple SelectContents section . . . . . . . . . . . . . 47Drop-down Option Editor page. . . . . . . . 47Attributes Editor Display As section . . . . . . 48Derived attributes XML file . . . . . . . . . 48

Derived attributes XML elements . . . . . . 49

Chapter 10. Substatus . . . . . . . . 51Adding substatus to the Lead Listing page . . . . 51Adding substatus to the Lead Details page . . . . 51Configuring substatus values . . . . . . . . 52Setting notifications for substatus changes . . . . 52

Chapter 11. Tables . . . . . . . . . . 55Using a table within another table . . . . . . . 55Create tables . . . . . . . . . . . . . . 55Create a table example . . . . . . . . . . 56Table attributes . . . . . . . . . . . . . 57

Table attribute descriptions . . . . . . . . 58Tables List page . . . . . . . . . . . . . 59

Sorting and filtering the table list . . . . . . 59Copying a table . . . . . . . . . . . . 59Deleting a table . . . . . . . . . . . . 60

Table Wizard Details page . . . . . . . . . 60Modifying an existing table . . . . . . . . 60Creating a table . . . . . . . . . . . . 60Table Wizard Create page. . . . . . . . . 60Table Wizard Attributes page . . . . . . . 61Table Wizard Editor page. . . . . . . . . 61Using a table within another table . . . . . . 62

Routing tables . . . . . . . . . . . . . 63Create a routing group . . . . . . . . . 63Creating or updating a routing group . . . . 64Matching tables . . . . . . . . . . . . 64Lead prioritization tables . . . . . . . . . 67Leadbox prioritization tables . . . . . . . 67Lookup tables . . . . . . . . . . . . 67Duration tables . . . . . . . . . . . . 67Attachment tables . . . . . . . . . . . 67Lead filter tables. . . . . . . . . . . . 68Organization filter tables . . . . . . . . . 69Sales representative filter tables. . . . . . . 69

© Copyright IBM Corp. 1999, 2013 iii

Lead limit tables. . . . . . . . . . . . 70Search for tables . . . . . . . . . . . . . 70

Find Tables page . . . . . . . . . . . 70Table searching methods . . . . . . . . . 71Table query syntax . . . . . . . . . . . 74

Table history . . . . . . . . . . . . . . 76Table History page . . . . . . . . . . . 76

The View Table Hierarchy tool . . . . . . . . 77

Chapter 12. Rules . . . . . . . . . . 79Rules list page . . . . . . . . . . . . . 79Rule Details page . . . . . . . . . . . . 80Create a rule . . . . . . . . . . . . . . 81Rule scope. . . . . . . . . . . . . . . 83Selecting a user . . . . . . . . . . . . . 83Set the reminder timeframe . . . . . . . . . 83Prioritize leads or leadboxes . . . . . . . . . 83

Prioritize leads by using table or score . . . . 83Route all leads or my leads . . . . . . . . . 85

Specify when to route leads page . . . . . . 85Specify who receives routed leads . . . . . . 86

Route entered or imported referral leads. . . . . 86Route all, manual, or imported referrals . . . . 86

Send a copy of all leads or own leads . . . . . 87Specify when to copy leads page . . . . . . 87Specify who receives copied leads page . . . . 87

Send lead information . . . . . . . . . . . 88Whether to filter results page . . . . . . . 88Filter table selection page. . . . . . . . . 88Delivery profile . . . . . . . . . . . . 88

Select alert options . . . . . . . . . . . . 89Rule Wizard: Select the lead state . . . . . . 89Rule Wizard: Select time and days off . . . . 89Specify recipients of forwarded leads . . . . . 90Specify an alert method for too long . . . . . 90Specify an alert method for too many leads. . . 90Specify an alert method for contract expired . . 90Selecting a duration table . . . . . . . . . 90Specify who must be alerted. . . . . . . . 91

Selecting the scope of a lookup rule . . . . . . 91Selecting a lookup table . . . . . . . . . 91

Tables in rules error message . . . . . . . . 92

Chapter 13. Holiday and WeekendRouting . . . . . . . . . . . . . . 93Holiday and weekend routing permissions . . . . 93Reroute rules . . . . . . . . . . . . . . 94

Creating a reroute rule . . . . . . . . . 95Setting a rule to use holiday and weekendrouting . . . . . . . . . . . . . . . 95

Watch and alert rules . . . . . . . . . . . 95Creating a watch and alert rule . . . . . . . 96

Weekends . . . . . . . . . . . . . . . 97Configuring the default weekend days . . . . 97Configuring weekend days for a user. . . . . 98

Calendars . . . . . . . . . . . . . . . 98Creating a calendar . . . . . . . . . . . 99Linked calendars . . . . . . . . . . . 99Copying a calendar . . . . . . . . . . 100Deleting a calendar . . . . . . . . . . 101

Deleting a holiday. . . . . . . . . . . 102Adding the Schedule section in the User Detailspage after an upgrade . . . . . . . . . 102

Calendar association tables . . . . . . . . . 104Configuring the calendar association table. . . 104Setting default calendar association table . . . 105Example of a calendar association table. . . . 105

Chapter 14. Change Requests . . . . 107The change request process. . . . . . . . . 107Change request initiators . . . . . . . . . 108Change request approvers . . . . . . . . . 108Change request process example . . . . . . . 109Table editing methods and conflicts . . . . . . 111

How change requests add rows to tables . . . 111Change Request Details page . . . . . . . . 113Creating a change request . . . . . . . . . 113

Forwarding a change request to a differentapprover . . . . . . . . . . . . . . 114Deleting a change request . . . . . . . . 114

Approving a change request . . . . . . . . 114Rejecting a change request . . . . . . . . 115

Chapter 15. Detail Pages . . . . . . 117Prefill feature . . . . . . . . . . . . . 117

Prefill . . . . . . . . . . . . . . . 117Prefill field mappings. . . . . . . . . . 118Accessing data to prefill . . . . . . . . . 119View Prefillable Elements page . . . . . . 119

Hidden detail page sections . . . . . . . . 120Hidden sections . . . . . . . . . . . 120

Custom content . . . . . . . . . . . . 121Custom content examples . . . . . . . . 121

Selecting the detail page to edit . . . . . . . 122Detail page editor . . . . . . . . . . . . 122Configuring custom validation . . . . . . . 125

Chapter 16. UI Configuration . . . . . 127UI Configuration menu bar. . . . . . . . . 128

Chapter 17. Delete Objects . . . . . 129Confirm delete action . . . . . . . . . . 129Delete Effects Details page . . . . . . . . . 129Purge utility . . . . . . . . . . . . . . 130

Chapter 18. Message Assistant . . . . 131Message Assistant Lead Delivery page . . . . . 131Message Assistant Message Settings page . . . . 132Message Assistant Lead Notification page . . . . 132Message Assistant Personal Settings page . . . . 133Message Assistant Referral Messages page. . . . 133Message Assistant Referral Tracking page . . . . 134Message Assistant Summary page . . . . . . 134Setting notifications for substatus changes . . . . 135Message Assistant Change Requests page . . . . 135Message Assistant Broadcast page . . . . . . 136

iv IBM Leads: Administrator's Guide

Chapter 19. Reports . . . . . . . . 137

Chapter 20. Batch Notification . . . . 139Notification content . . . . . . . . . . . 139The profiles.xml file . . . . . . . . . . . 140Configuring Leads to use batch notification . . . 140

Chapter 21. The IBM LeadsEnvironment . . . . . . . . . . . . 141Application server considerations . . . . . . 141Clustered environment . . . . . . . . . . 141Mail server configuration . . . . . . . . . 142IBM Leads environment migration . . . . . . 142

Environment Migration . . . . . . . . . 142Baseline . . . . . . . . . . . . . . 143Change set . . . . . . . . . . . . . 144Details and exceptions . . . . . . . . . 144Workflow for moving baselines and change sets 145Configuring Environment Migration on aninstance . . . . . . . . . . . . . . 146Rolling back a change set . . . . . . . . 146

Debug logging . . . . . . . . . . . . 147

Appendix. Integrate Leads with SFAApplications . . . . . . . . . . . . 149Leads Salesforce Integration . . . . . . . . 149

Integration with Salesforce . . . . . . . . 149Setting up the sample implementation . . . . 151Adding an external id field in Salesforce . . . 152Retrieving the security token . . . . . . . 152Writing AttributeList.xml . . . . . . . . 152Using the LeadsService API to push data . . . 153Implementing Leads Event Listener . . . . . 153

Before you contact IBM technicalsupport . . . . . . . . . . . . . . 155

Notices . . . . . . . . . . . . . . 157Trademarks . . . . . . . . . . . . . . 159Privacy Policy and Terms of Use Considerations 159

Contents v

vi IBM Leads: Administrator's Guide

Chapter 1. User Roles

User Roles control the functions that a user can access, the actions they canperform, and the user interface elements they can use.

When you create users, you assign each user a role to define the user's function,such as Sales Person.

Default user roles

The following lists the default user roles, from widest range of permissions to theleast:v System Administratorv Vice Presidentv Channel Managerv Sales Personv Channel Partner Administratorv Channel Partnerv Referral Creator

Note: You can customize the user role names. It is possible that the user rolenames in your system are different from the defaults.

User Roles list pageThe User Roles page lists all the user roles defined for your application.

Use the User Roles page, for completing following tasks:v Use the table and navigation controls to find and view summary information

about particular roles.v Click a role name to view and modify the role.v Use the buttons to create a new role, to copy or delete an existing role, or to

display a list of the users that are assigned to selected roles.

Find and view summary information about roles

Scan the page listing to review current Roles. To find a particular role, sort theroles in the following ways:v Click one of the letters or the number control at the top of the table to see only

the roles whose name begins with that character. Click Misc to view entries thatbegin with a special character.

v Click a column heading to sort the list by the entries in that column. Click theheading again to reverse the order of the sorting. An arrow next to the columnheading shows which column is being used to sort the table and the direction ofthe sort. By default, the table displays the Name of the Role and a Descriptionthat summarizes the user activities that are supported by this role. You candisplay other information about the roles by adding or removing columns fromthe table. You can also change the order of the columns by clicking the TableConfiguration button.

© Copyright IBM Corp. 1999, 2013 1

v If the list contains too many items to be displayed on one page, use navigationcontrols above the table to go through the list or jump to the beginning or endof the list.

View and modify an individual role's details

If you have permission to edit roles, the name of the role is underlined. You canclick the underlined name to open the Roles Details page for that role. You can usethe Roles Details page to change the configuration of the menu bar and commandbuttons that are displayed for this user on listing pages, change the Permissionssettings for users assigned this role, and set the configuration of the NavigationBar and home page for pages that are displayed to this user.

Command buttons

You can use the command buttons above the table to act on Roles in the list. Selectthe role that you want to act on, and then click a command button:

Table 1. Command buttons

Button Description

Create a role. The application displays the Roles Details page.

Copy an existing role. The application makes a copy of the roleyou selected, renames it by adding "Copy of" before the existingname, and displays the Roles Details page. You can then modifythe copy. This can be useful when you want to create a new rolethat is very close to an existing role.

Delete the selected role. The application displays the DeleteConfirmation page. Use Delete Confirmation page to view theeffects of removing this role before deciding to finish deleting it.

Display a list of the Users that are assigned this role in yourapplication.

Open the Table Configuration page. Use Table Configuration pageto add and remove columns of information from the User Roleslist page, and to reorder the columns in the list page table.

Role Details pageThe Role Details page defines a user role in the system. You use the Role Detailspage to define new roles and to modify existing roles. The UI Configuration pagesare used to configure the user role's access to menu bar options and commandbuttons.

The Role Details page has the following sections:

Table 2. Role details

Sections Description

Basic Specify the Name and a Description for the role, and specify whichof the associated organizations that are defined in the system canuse the role.

2 IBM Leads: Administrator's Guide

Table 2. Role details (continued)

Sections Description

Permissions Define the user 's ability to access and act on the system objects.For example, you can specify whether a user with this role is ableto list, create, edit, or delete companies.

Configure NavigationBar, home page, andMiscellaneousPermissions

Specify the options for the navigation bar that is displayed at thetop of application pages, the sections that are displayed on thehome page for users with this role, and other permissions for theMessage Assistant. You can also specify whether the user role canaccess its own user details page, whether stack traces are shown toa user of this type if an error occurs, and if the role can access theAdmin Console tool.

When you complete your definition of this role, select:v OK to save your changes and close the page.v Apply to save your changes keeping the page open.v Cancel to close the page without saving your changes.

Setting basic user role informationUse the following procedures to identify user roles and associate them with theorganizations that use the roles.

Setting role name and descriptionEnter the Name that you want to use to identify the user role and a descriptionthat lets other users know how the user role must be used.

If your system includes the localization module, click the globe next to the Nameand Description labels. The Localization page is displayed with fields for theEnglish text and for each locale that is enabled in your system. Enter the EnglishName and Description and the translated text for each locale.

Associating user roles with organizationsSpecify which organizations have this user role available to them. Users only canbe assigned user roles that are associated with the user's organization. Table allowsorganizations to model their employee structure independent of otherorganizations.

To associate an organization with a role, add the organization to the table:

v Click to add an organization to this role. The application displays the FindOrganizations page. Use the Find Organizations page to find and select theorganization you want to assign this role to.

v The icon in the table indicates that the role is shared. That is, it is availableto the organization you selected and to any of its sub organizations in theorganizational hierarchy. If you want the role to be private, so it is available onlyto the organization you selected and not to any others in the hierarchy, click theshared icon. The icon changes to a lock symbol.

v Click again to add more organizations.

Chapter 1. User Roles 3

v To remove the role's association with an organization, select the check box next

to the organization and click .

User role permissionsRole permissions control which user interface elements you can see and thefunctions that you can use. Role permissions effect the display settings availablefor a user role on the UI Configuration menu bar and command button pages. Forexample, if the user role does not have Create permission for an object, you cannotadd the menu option for that object to the New menu.

Setting a permission does not automatically enable the corresponding userinterface components. For example, adding Create permission for an object doesnot automatically display the New button for that object on the listing page. Youmust go to the Command Buttons configuration page and set the display optionfor the New button for the appropriate Role.

Note: If you license and add a module, such as Change Requests, you must set themodule permissions for each user role. Leads does not automatically assign defaultpermissions for new modules.

User role actions

The following table shows various user actions and it's description:

Table 3. User role actions

Action Description

Create Allows the user to make a new object. Users must have thispermission to access theNew menu, or the New button on listpages.

List Allows the user to see the list page for the object, for example byselecting the View menu.

Read Allows the user to see the object 's Details page, for example byclicking the object name on a listing page. This permission doesnot allow the user to modify the information about the Detailspage, only to review it.

Edit Allows the user to modify the object 's details.

Delete Allows the user to remove an instance of the object from thesystem.

User role permission scope

The scope of a user role permission represents what portion of the associatedobjects in the system the user can act on. For example, by using Contactpermissions you can decide whether a user role can list, read, edit, or delete allcontacts in the system or only the contacts the user created.

For some objects, the scope is stated explicitly. For each action, you can select thescope that must be available to the user. For example, the Contact edit permissioncan be limited to Created by user and All in system.


For other permissions, the actions are implied in the permissions listed. Forexample, the permissions for the Table object include Edit All Tables and Edit User's Tables.

Certain rules have set scopes. You can set whether a user can act on the rule,however you cannot set the extent of the rule permission.

Configure rule permissionsYou can set the specific types of rules that a user can act on based on their userrole. For certain rules, you can also limit the scope of a user role 's assignedpermissions. For example, you can allow a user to create Watch & Alert rules forall leads, or just the leads in the user 's territory.

Rule Wizard Configuration pageUse the Rule Wizard Configuration page to set which rules a user role can act on.You can select the specific rules that you want to allow the user role to act on fromthe Rule or Rules with set Scopes lists. Also, you can select the extent of thecreate permission from the Scope list.

Setting a user role 's rule permissionsUse Rule Wizard Configuration page to set the rule permissions for any user role.

Complete the following steps to set up a user role 's rule permission:1. Select User Roles from the Configure Menu.

The User Roles list page displays the available user roles.2. Select a user role from the list.

The Role Details page opens.3. Click Permissions.

The Permissions section expands, and displays a folder list.4. Open the Rule folder.5. Select the Create permission, if it is not selected.6. Click Configure Rule Wizard.

The Rule Wizard Configuration page displays a list of the rules you can grantcreate permission to. The key icon marks rules that this user role cannot create.

7. Select the rules the user role can create for each scope level.8. Click OK to save the user role 's rule permissions.

The Role Details page opens.

Set Navigation, Home Page, and Miscellaneous user role permissionsYou can specify Navigation Bar, Home Page, and Miscellaneous permissions foreach user role.

Use the following information to set the user role permissions:

Set navigation bar buttons

Select the Navigation Bar Buttons check box to control whether the navigation barbuttons for the corresponding objects are displayed for users assigned this userrole. The navigation bar buttons link to the listing page for the object, and

Chapter 1. User Roles 5

displayed in the blue band at the top of application pages.

Set home page sections

Select the Home Page Sections check box to control which sections are displayedon the Home Page for users assigned this role.

Set miscellaneous permissions

Select the Miscellaneous Permissions check box to control permissions for theMessage Assistant, the user 's ability to access their own user details page, andwhether stack traces are shown to a user of this type if an error occurs. There isalso an option to control whether the role can access the Admin Console.


Chapter 2. Users

In Leads, you set up users to whom to route your leads.

Users list page and Find Results pageThe Users list page and the Find Results page (for users) list users in the systemand display summary information column for each. The Find Results page showsthe users that satisfy the search you entered.

If you have the appropriate permissions, you can access the User Details windowfor a user, can create new users, or modify an existing user 's information. Theinformation about The following table shows columns on User Details window:

Table 4. User details

Column Description

Name This column lists the names of each user.

Organization This column lists the organization that is associated with each user.

Title This column lists each user 's title. The title represents the title thatwas entered when the user 's information was entered. So, the titlethat is displayed might not correlate to a user role.

Role This column lists each user 's role within the system. The titles thatare assigned to each role can be configured when the system wasinstalled.

When the page is titled Find Results

When the list of users is displayed as the result of a search, the page is titled FindResults. In case, you cannot find the user or users you want, the Find Results pagehas a Modify Query button so you can adjust the criteria for the search. SelectCancel to close the query.

Editing or viewing a user 's information

To edit or view the details for a user, click the user 's name. The User Details pagedisplays and it includes all of the information that is associated with the user namethat you clicked.

Command buttons

You can use the command buttons above the table to view the list in a differentway or to act on a user in the list. To act upon a user record, select the user thatyou want to act on, and then click a command button.

Note: The following table describes buttons that might not available to youdepending on your permissions, how you accessed the list page, or which buttonsyou already select.



Button Description

Create a user. The application displays the User Details page.

Delete the selected user. The application displays the DeleteConfirmation page. You can use that page to view the effects ofremoving this user before you decide to finish deleting it.

View the reporting hierarchy for the selected user.

View the user hierarchy for each entry in the list. This button putsthe table in tree-list mode. (When you select this icon, it isautomatically replaced with the View user list icon.

To display the users in list form, select this button. (When youselect this icon, it is automatically replaced with the View userhierarchy icon.)

To toggle the tree details, click this icon.

Use this button to see where the selected user is placed in thehierarchy. For example, you can see who the user reports to, andwho reports to the user.

Configure the view. For example, you can add and removecolumns, and to change the order in which the columns aredisplayed in the list.

Users Detail pageUse Users Detail page to create a new user or modify an existing user. Dependingon your permissions and how you accessed the page, you can complete tasks suchas enter user identification, log in, and contact information, assign the user a role(with a set of permissions), associate the user with a particular organization; and, ifnecessary, associate the user with a manager.

Enter or edit user information

Use the following information to enter or modify the fields as and then click OK.The system saves the user 's record and return you to the Users List page. ClickCancel to close the User Details page without saving the changes.

Note: Depending on your role 's permissions and how you access the page, someof the fields might be read-only. For example, a system administrator might be ableto change any of the fields, but a manager might be able to change some of them.

The following table shows fields on the Users Detail page.

Table 6. Fields on Users Detail page

Field Description

Login Enter the login name for the user.


Table 6. Fields on Users Detail page (continued)

Field Description

Language Preference Use the drop-down list to select the language preference. Thedrop-down fields list the languages that are supported at your site.If you choose another language from the drop-down, the systemre-displays in the appropriate language. The application alsoremembers your preference, and displays in the language youselected the next time you log in

Deactivated Click to make an existing user 's account inactive. This check box isdisplayed for existing users.

First Name LastName

Required. Enter the user 's given name and surname.

Title Enter the user 's job title in your organization. This ield is optional.However, the information that you enter here is displayed for thisuser on other pages in the system, and the information can helpother users identify this user.

Email Enter the user’s email address. The system uses this address todeliver notifications to the user.

Work Phone Enter the user’s business phone number. The system uses thisphone number to deliver notifications to the user

Organization Required. Click the Set Organization icon to select the organizationthat this user works in. Other options that you might have include:

v The New Organization button to add an organization.v The Edit Organization button to change how the organization is

defined.

v The Clear Organization button to remove the organizationselection for this user.

Role Required. Click the Set Role button to select the role for this user.Other options that you might have include:

v The New Role button to add a rolev The Edit Role button to change how the organization is defined.v The Clear Role button to remove the role selection for this user.

For more information, see Understanding Roles.

v The refresh button to refresh the page. Fields with the refreshbutton might cause other fields to be displayed depending onwhat is selected from the field.

Manager Click the Set Manager button to select the person this user worksfor. The manager must be a user on the system; if they are notentered yet, use theNew Manager button to add them. To removethe manager that is selected for the user, click the Clear Managerbutton.

Schedule Use Schedule section to specify whether the user observes thesystem default weekend days, or user-specific weekend days. See“Configuring weekend days for a user” on page 98 for moreinformation.

Chapter 2. Users 9

Table 6. Fields on Users Detail page (continued)

Field Description

Territory Territory section is displayedfor existing users. It will appear ifthey are selected as a manager of another user or as anOrganization Manager for an organization. This table lists the user'sdirect reports and shows which organizations they may manage.You can adjust some of the direct report or organization details byselecting it from this list. You cannot add direct reports ororganizations from this page. Direct reports are added if you areselected as their manager on their User Details page. Likewise, auser becomes a manager of an organization when they are selectedas the Organization Manager on the Organization Details page.Note: Rules defined for this user with a territory scope will affectthis set of users

Delegates Users might have access to an extra field that allows them tospecify Delegates that can work leads in their place. You create alist of users that have permission to work the leads assigned to youby using My Delegates field. To add users to the list, click the Findbutton next to the My Delegates field, and use the Find Users pageto find and select the user. To remove a user, select the user in thelist and click the erase button Users that made a delegate can usethe Find > Delegated Items menu command to display the leadsthat are delegated to them. Users can perform actions on delegatedleads for which they have permission. Delegates do not take on thepermissions of the user they are working for. Actions that arecompleted by the delegates are recorded in the system just as if theowner of the lead performed the action.

Certifications The Certifications section is displayed for existing users. The fieldis not displayed when you create a new user, but is displayedwhen you click OK to save the new user account and then reopenthe Details page. Use the section to record product or trainingcertifications for this user. You can use the certifications todistinguish between users and to assign leads. You are returned tothe page that lists all users in the system in alphabetical order.Now, you must see an entry for the user that you create.

Notes Use this field to enter any information you want to record aboutthe user. The notes are stored with the User details, but are notdisplayed elsewhere in the system

Fields on your own account settings page

Click your name at the top of an application page, you can adjust your ownaccount settings. Refer to Account Settings.

Command buttons

The following table shows command buttons on the Users Detail page.


Button Description

OK Click to save any new or updated information and return to theUsers list page window.

Cancel Click to ignore any changes and return to the User Listingswindow.


Account Settings pageUse Account Settings page to modify your account settings. You can change yourpersonal information, contact information or work related information dependingon your permissions.

Use the following information to enter or modify the fields on Account Settingspage and then click OK to save the changes. Click Cancel to close the pagewithout saving the changes. These fields are contained in expandable sections.

Entering or editing your account information

The following table shows the fields on Account Settings page and its description:

Table 8. Account Settings page fields

Field Description

Login This field displays your login name. It is read-only.

Language Preference Use the drop-down list to select the language preference.

First Name LastName

These fields are required. Change your name if necessary.

Title This field automatically displays your job title in your organizationif one was entered for you when your account was set up. Youcannot change your title, but it can be changed for you bysomeone who has permission to do so.

Email Update your email address if necessary. The system uses thisaddress to deliver notifications to you.

Work Phone Update your work phone number if necessary.

Organization This field automatically displays the organization that you areincluded in.

Role This field automatically displays your role. Your role determinesthe functions that you can perform in the system. For moreinformation, see Understanding Roles.

Manager This field automatically displays your manager of record withinthe system.

Territory This expandable section is displayed if your name is selected asmanager for at least one other user or if your name is entered asan Organization Manager of an organization. The table shows thedirect reports that are assigned to you. You can adjust some of theuser details for your direct reports by selecting their name fromthis list. You cannot add direct reports from this page. Directreports are added if you are selected as their manager on theirUser Details page. That change can be made my individuals withpermission to change User Details. (Rules that are defined for thisuser with a territory scope affects this set of users.)

Notes Use this field to enter any notes you want to capture. The notesare stored with your account information and available to userswho can view user details.

Quick Find for usersUse Quick Find page to search for users that are entered into your application.Select the search criteria and, where appropriate, select or enter information toidentify the users you want to find. Then, click Find to start the search.

Chapter 2. Users 11

The find application displays the results of the search in a Find Results page. ClickCancel to close the page without searching.

Click Edit next to one of these standard queries to add more options to the search.Clicking Edit opens the standard query in the Advanced Find for Users windowwhere you can add more attributes and conditions to further narrow your search.

The search options that are available depend on the permissions for your user role.The standard queries that might be available are shown in the following table:

Table 9. Quick Find standard queries

Queries Description

All users The search lists all users that are entered in your system.

Users in myorganization

The search lists all users that are members of the sameorganization as you.

Users whose role is Use the list to select the role you want to search for. The searchdisplays only users assigned the role that you select.

Users whose namecontains

Enter the text that you want to match in the users' names. You cansearch by name or partial name. This field is not case-sensitive.

Users whose emailcontains

Enter the text that you want to match in the users' emailaddresses. You can search by email address or by partial emailaddress. This field is not case-sensitive.

Deactivated users Users that are deactivated.

Advanced Find for usersUse Advanced Find for Users to customize a query to find a particular set of users.You can build a fairly simple query or a complex Boolean query.

Complete the following steps to build a query:1. Use the table interface to specify the conditions for your search.2. Click Find to start the search, or Cancel to close the window without running

the search.

Use the table to specify the conditions for your search

Complete the following steps to specify the conditions for search:1. In the Item column, specify whether you want to search for individual users or

search by organizations.2. In the Attributes column, select the attribute of the object that you want to

search for. The drop-down displays the appropriate attributes for the object youselect in the first column.

3. In the Operator column, select the relationship between the attribute and thevalue you want to search for.

4. In the Criteria column, select the value of the attribute that you want to searchfor.

5. If you want to add another condition for your search, click the Plus button. Theapplication adds another row to the table, and a column to the beginning of therow. Repeat steps 1 - 4 for the new row. If you want to remove a row, select thecheck box to the left of the row and click the minus button

6. In the first column, select the relationship between the condition and the oneabove it. For example, if you select AND, then the query finds users for which


both lines are true. If you choose OR, then the query displays users for whicheither set of criteria (but not necessarily both) are true.

7. Before you run the search, select the check boxes to the left of each row thatyou want to include in your search. Click the check box in the header row toselect all the conditions.

Users list pageUsers list page is available to users with a system administrator role or any otherrole that allows user creation. Depending on your role's permissions, you can seeall of the users that are entered into the system or the users in your organization.

The information about Users list page responds to the values that are entered onthe User Details window. This window provides access to the User Details windowso you can create new users or modify an existing user's information.

The information about this User Listing window is organized into columns:

Table 10. Fields on the Users list page

Column Description

Name This column lists the name of each user in the system.

Organization This column lists the organization that is associated with each user.

Title This column lists each user's title. The title represents the title thatwas entered when the user's information was entered. So, the titlethat is displayed can be correlate to a role.

Role This column lists each user's role. Keep in mind that there areseveral default roles. The titles that are assigned to each role canbe configured when you install Leads.

Create a user

Click New to create a new user. When you click New, a blank User Detailswindow is displayed.

Edit or view user's information

Click the underlined text that is associated with a user’s name. TheUser Detailspage displays, including all of the information that is associated with the username that you clicked. Depending on your role's permissions, you can modifyevery user record in the system or just the users within your organization.

Certification DetailsUse Certification Details page to create a certification record for a salesrepresentative. Each sales representative can have one or more certification records.

The following table shows the fields on Certification Details page and itsdescription.

Table 11. Certification record fields

Field Description

Name Enter a name for the certification.

Certification Level Use this drop-down menu to select a certification level.

Chapter 2. Users 13

Table 11. Certification record fields (continued)

Field Description

Date Certified Use these drop-down menus to identify when the certificationbecame active.

Date CertificationExpires

Use these drop-down menus to identify when the certificationexpires.

Training Information Enter any training information that supports the particularcertification in this field

Type of Training Enter the type of training that supports the particular certificationin this field.

Products Select the products that are associated with the particularcertification.

Restricting access to the Admin Console on a per-user basisAccess to the Admin console is governed by the Access Admin Consolepermission. You can configure this permission through the Role Detail page.

To restrict access to the Admin console on a per-user basis, Leads includes anadditional check that uses the groups in the Marketing Platform. In addition tohaving the Access Admin Console permission, a user must also belong to a groupthat is assigned to the Leads Admin function in Marketing Platform in order toaccess the Admin console.

Setting up a Marketing Platform group

The following steps provide guidelines for setting up the group in the MarketingPlatform to provide access to the Leads Admin Console.

For details about working with users and groups in the Marketing Platform, seethe IBM Marketing Platform User's Guide.

Complete the following steps to set up a Marketing Platform group:1. Log in to the Marketing Platform.2. Create a new group.3. Add the users whom you want to be able to use the Admin Console to the new

group.4. Assign the new group to the Leads Admin function.5. Remove all other groups from the Leads Admin function.

For example, remove the All Users group.6. Add the group that you created to the Assigned Group list.

Any users in the new group now have access to the Admin Console, provided theyare also valid Marketing Platform and Leads users.

The login page now shows different messages if Leads permissions or MarketingPlatform credentials are not correct. If a user does not have the Leads AdminConsole permission, then the user is not able to log in, and receives an InsufficientPermission message.


If a user does not have the credentials that are set through the Marketing Platformto access the Admin Console, but does have the Leads Admin Console permission,the user receives an Access Denied message.

Chapter 2. Users 15

Chapter 3. Organization Detail page

The Organization Details page is used to enter and manage the company-specificinformation for internal and external Organizations.

The organizations can represent divisions in your sales and marketing force,company departments that are involved in your sales or marketing activities,external companies that employ partners or resellers, or any grouping ofapplication users that reflects your business model.

Consider the following examples of organizations:v A partnerv A distributor or resellerv Your company's marketing or organization

If you want to provide a more granular view of the organizations, you can enterregional offices with unique identifiers.

Note: After you create a new organization, you must associate Roles with theorganization before you can assign Users to it. Select View > Roles, and open theRoles Details page for the Roles you want to use with this organization. In theBasic section, associate the role with this organization.

For users, you must enter your organization’s information and all of your partner,distributor, and reseller company information to make that information available inthe system.

This window does not require any prerequisite information; however, some of thefields on Organization Detail page use data that is customizable via the AttributesCategories list. The following fields are contained in expandable sections on thepage.

Table 12. Fields on Organization Detail page

Field Description

Name Arequired field. Enter the organization's corporate name.

Address1, Address2,Address3, City, State,Postal Code, Country

Enter the organization's address information in these fields.

Phone, Fax Enter the organization's phone and fax information in these fields.

URL Enter the organization's URL.

Parent Organization Organization, if there is one. You can use the Set ParentOrganization icon to select it from a list of existing organizations,or select the New Parent Organization icon to add it. To remove aParent Organization setting that is selected for the organization,click the Clear Parent Organization icon.

OrganizationManager

Define the organization's manager. You can use the SetOrganization Manager icon to select it from a list of existing users,or select the New Organization Manager icon to create a new userdefinition for the manager. To remove an Organization Managersetting, click the Clear Organization Manager icon.


Table 12. Fields on Organization Detail page (continued)

Field Description

Organization Type Use identify the organization's type.

Certification Level Use to identify the organization's certification level.

Co-Marketing SalesPercentage

Use to enter information about sales percentages.

Co-Marketing Budget Use to enter information about budgets.

Co-Marketing FundsCommitted

Use to enter information about committed funds.

Notes Enter more information in this field. The information that youenter here is displayed only in this window and nowhere else.

Find Organizations pageYou can use the Find Organizations page to search for organizations that matchyour criteria.

You can enter information about the organization such as name, city, state, postalcode, or country. You can specify criteria for the organization, for example,products sold, regions sold in, training completed, industry specializations, orservices offered.

Note: Use the fields at the top of the page to enter information about anorganization.

Complete the following steps to enter criteria for your search:v Enter values into some or all of the fields to provide the search criteria. The

selection boxes in the lower portion of the window are used to provide specificcriteria.

v When you are satisfied with your selections, clickOK. A list of all organizationsthat match your criteria is returned on Organizations find results page.

Organizations Find Results pageOrganizations Find Results page displays the results of an organization searchbased on criteria you enter on the Find Organizations page.

It lists all organizations as per the criteria. If you cannot find the organization thatyou wanted, click Modify Query to return to the Find Organizations page andspecify different criteria.

Note: For more information about an organization, click its underlined name inthe table.

Organizations List page and Find Results pageThe Organizations List page and the Find Results page both list organizations inthe system and display columns of summary information for each. The FindResults page lists the organizations that are defined within your application.


The organizations can be companies or departments and can include yourmarketing and sales force, associated sales representatives, and external partners,and resellers.

Use Organizations List and Find Results pages for following tasks:v View summary information about all organizations.v View and modify detailed information about an organization.v Create an organization.v View the users that are associated with an organization.v Change the information that is displayed in this listing, including the columns of

information included in the table and the number of rows that are displayed bydefault. By default, the table lists the Name of each organization.

When the page is titled find results

When the list of organizations is displayed as the result of a search, the page istitled Find Results. If you cannot find the organization or organizations you want,the Find Results page has a Modify Query button so you can adjust the criteria forthe search. Select the Close button to close the query.

Command buttons

You can use the command buttons above the table to view the list in a differentway or to act on an organization in the list. To act upon an organization, select theorganization that you want to act on, and then click a command button.

Note: The following table describes buttons that are not available to youdepending on your permissions, how you accessed the list page, or which buttonsyou have already selected.


Button Description

Click button to create a new organization. The application displaysan empty Organization Details window.Note: After you create a new organization, you must associateRoles with the organization before you can assign Users to it.Select View > Roles, and open the Roles Details page for the Rolesyou want to use with this organization. In the Basic section,associate the role with this organization.

To delete an organization, select the organization, and then clickDelete.

To show users for an organization, select the organization, thenclick the button. (This icon can only be seen when the table is inlist-view mode.)

Select the button to view the hierarchy for the selectedorganization.

To view the organization's hierarchy, select the organization name,then click this button. The application displays these sameorganizations in a tree-view table. (When you click this button, it isautomatically replaced with the View Organization List button.)

Chapter 3. Organization Detail page 19

Table 13. Command buttons (continued)

Button Description

Use the Find in Tree button to find the organization within thetree. (This option is only visible when the View OrganizationHierarchy button is visible.)

To display the organizations in list form, click this button.

To toggle the tree details, click this button.

Use the button to display a dialog that you can use to change andreorder the columns that are displayed on the page.

Organizations tree-view list pageOrganizations tree-view list page lists the organizations that employ the users inyour system. The organizations are defined by an administrator on theOrganization Details page, and users are assigned to an organization when theyare added to the system.

The organizations can represent divisions in your sales and marketing force,company departments that are involved in your sales or marketing activities,external companies that employ partners or resellers, or any grouping of users thatreflects your business model. You see and explore the hierarchical relationship ofthe organizations more easily by using tree view.

On Organizations tree-view list page, you can:v Use the table and navigation controls to view summary information about

particular organizations.v Work with your organizations in the tree-view:v Use the command buttons to create or delete an organization or change the

Organizations list page display.

View summary information for an organization

You can scan the page listing to review currently defined Organizations. To find aparticular organization, you can sort the list in the following ways:v Click one of the letters or the number control at the top of the table to see only

the top-level organizations whose name begins with that character. Click Misc toview entries that begin with a special character.

v Click an underlined column heading to sort the list by the entries in thatcolumn. Click the heading again to reverse the order of the sorting. An arrownext to the column heading shows which column is being used to sort the tableand the direction of the sort.

You can reduce the size of the hierarchy that is displayed by selecting anorganization in the table and then clicking the View Organization Hierarchybutton. The application displays only that portion of the organizational hierarchybelow the organization you selected. You to focus in on a specific part of yourorganizational structure by using this feature.


You can add or remove columns of information from the table and change theorder of the columns by clicking the table configuration button.

You can hide the columns of information entirely by clicking the Toggle TreeDetails button. So, you work with the tree-view of your organizations without theextra information in the way. To show the information again, click the Toggle treeDetails button again.

By default, when the tree-details are displayed, the following columns ofinformation are listed for each top-level organization:

Table 14. Field on Organizations tree-view list page

Field Description

Name The identifying name given the Organization when it was created.

Organization Type The type of organization as specified when the organization wascreated. By default, the following organization types can bespecified:

v Direct Sales Forcev Distributorv Integratorv Resellerv Value added reseller

Your system might have different options.

Sales Organization Details pageThe Sales Organization Details page is used to enter the company-specificinformation for the internal and external sales organizations.

Sales organizations can include following entities:v A partnerv Distributor or reseller organizationv Your company's sales organization

If you want to provide a more granular view of the organizations, you can enterregional offices with unique identifiers. You must enter your organization’sinformation and all of your partner, distributor, and reseller company informationto make that information available.

Sales Organization Details page does not require any prerequisite information.However, some of the fields on the page use data that is customizable via theCustom Attributes pages and data that is entered on the Product Details page.

The following table shows the fields on the Sales Organization Details page:

Table 15. Fields on Sales Organization Details page

Field Description

Name Enter the sales organization's corporate name.

Address1, Address2,Address3, City, State,Postal Code, Country

Enter the sales organization's address information in these fields.

Chapter 3. Organization Detail page 21

Table 15. Fields on Sales Organization Details page (continued)

Field Description

Phone, Fax Enter the sales organization's phone and fax information in thesefields.

Certification Level Use Certification Level drop-down to identify the organization'scertification level.

Default Leadbox Use this hyperlink to associate the sales organization with aparticular user. This hyperlink is displayed when you are editingan existing sales organization.

Channel Manager Click the binocular (find) icon to select which user has accesspermissions for the sales organization. Click the X icon to clear thefield.

Organization Type Use this drop-down to identify the organization's type.

URL Enter the organization's URL.

Products, Regions,Training, IndustrySpecialization,Services

Use these selection boxes to select all options that apply to theorganization.

Contracts Click + to add contracts.

Co-Marketing SalesPercentage

Use this field to enter information about sales percentages.

Co-Marketing Budget Use this field to enter information about budgets.

Co-Marketing FundsCommitted

Use this field to enter information about committed funds.

Co-Marketing FundsAvailable

This field is automatically updated based on the values that areentered in the previous co-marketing fields.

Notes Enter more information in this field. The information that youenter here is displayed only in this window. It is npt displayed onany other windows, reports or within a lead.


Chapter 4. Contracts page

Use Contracts page to define new line items to add to the Organization's contract.Enter line item information for a particular contract. Populate the fields withinformation that supports a particular component of the contract.

Contract Details pageUse the options on Contract Details page to enter contract information fororganizations that are acting as your resellers. You can use the fields available onContract Details page. If you require more fields, enter separate contract line items.

Adding contract line items

Complete the following steps to add contract lines:1. Enter a name for the contract in the Name field.2. Scroll to the bottom of the Contract Details page.3. Locate the Line Items heading. (It is displayed above the OK and Cancel

buttons.)4. Click the icon just below the Line Items heading.

The Contract Line Items window displays.


Chapter 5. Company Details page

The Company Details page is used to view and enter data about a company. Youcan also use the page to review or modify information about an existing company.

The Company Details page has fields arranged in two sections; the Basic Sectionand the Notes® section. The Basic Section is always expanded while the Notessection is expanded when you create a new company.

After you enter or modify the information in the page fields, click OK to save anynew or updated information, or click Cancel to close the page without saving anychanges. When this page closes, you return to the Companies List page.

Note: A validation is performed on the company name before a new company iscreated or the name of an existing company is changed. If you try to create a newcompany by using a company name that exists, you received an alert asking youto review the other Company objects that share name before you save the newcompany.

The Company page uses role-based, permissions based on two scopes: Created byuser and All in system. Your organization can customize the company informationthat is displayed on the page.

The following table shows the fields that are available by default:

Table 16. Company Details page fields and description

Field Description

Name This field contains the name of the company.

Address1, Address2,Address3

This field contains address information. There are three addressfields. You can use the three fields to enter: street, mail stop, postoffice box, suite, or attention information. There are separate fieldsfor City, State, Postal Code, and Country.

City The city where the company is located.

State The state where the company is located.

Postal Code The postal code that is associated with the company's address. Inthe US, Postal Code is the ZIP code.

Country The country where the company is located.

Main Phone The primary phone number to use to contact the company.

URL The company's website address.

Region Use drop-down to select a geographical region for the company,for example, Southeast, West Coast

Industry Use drop-down to select an industry type for this company, forexample, medical, education, government

Market Segment Use drop-down list to select the market segment that describes thecompany's business, for example, manufacturing, networking,computer hardware

Revenue The company's annual revenues. The value that is entered here canbe used in a comparison with a lead's opportunity value todetermine whether a lead is hot, warm, or cold.


Table 16. Company Details page fields and description (continued)

Field Description

Number ofEmployees

This field indicates the company's size.

Tax ID The company's tax identification number.

SIC The company's standard industry code.

DUNs Number The company's Dunn & Bradstreet number.

Company Type The listed options can be customized for your implementation;however, some likely options include: Fortune 100, Fortune 500,Government, and so on.

Company permissionsYou apply Company permissions to a role using the Role Detail page. Companyhas two scopes: 'Created by user' and 'All in system' for the permissions.

The default permissions granted for the roles during a new installation aredescribed in the following tables:

Table 17. System Administrator role

Scope Created by user All in system

create X

list x

read x

edit x

delete x

Table 18. Vice President, Channel Manager, Sales Person, Channel Partner, ChannelPartner (Admin)

Permission Created by user All in system

create X

list x

read x

edit x

delete

Table 19. Referral creator role

Permission Created by user All in system

create

listx

read x

edit

delete


Company List pageThe Companies List page displays all the companies in the system. A company is acustomer's business unit. You must specify the customer's company when youcreate a Lead, and you can specify a company when you create a customer contactrecord.

You can complete tasks by using Company List page:v Use the table and navigation controls to view summary information about a

particular company.v Double-click a campaign's name to view and modify individual campaign

details.v Use the command buttons to create a new campaign or switch to the tree-view.

Note: Do not confuse companies with organizations in your application.Companies are associated with a customer who is looking to purchase a product orservice. Organizations are business units in your own company. You createorganizations and associate them with your Users to model your own company'sstructure.

View summary information about the companies

You can scan the page listing to review currently defined Campaigns. To find aparticular campaign, you can sort and filter the campaigns in the following ways:v Click one of the letters or the number control at the top of the table to see only

the campaigns whose name begins with that character. Click Misc to viewentries that begin with a special character.

v Click the underlined column heading, Company, to sort the list by the names ofthe companies. Click the heading again to reverse the order of the sorting.

v If the list contains too many items to be displayed on one page, use a set ofnavigation controls above the table to go through the list page by page, or jumpto the beginning or end of the list.

The following table shows the company information:

Table 20. Company information

Field Description

Company The name given the Company when it was entered into thesystem.

City The city in which the Company is located.

State The state in which the Company is located.

Main Phone The phone number that must be used to contact the company.

View and modify an individual company's details

Click the company's underlined name in the Company column to open the detailspage for the campaign. The application opens the same details page that you seewhen you create or modify a Company. If you have permission, you can modifythe information about the details page and then return to this Companies list page.For more information, see Chapter 5, “Company Details page,” on page 25

Chapter 5. Company Details page 27

Command buttons

Click the command buttons above the table to complete the following actions:


Button Description

Create a Company. Your application displays theCompany Detailspage. When you complete the Company Details page, you returnto this page and the new company is added to the list.

Delete a company. Select the Companies list and click this buttonto remove it from the system. For more information about deletingobjects, see the Help on the Delete Confirmation page.


Chapter 6. Products

Use the options on Find Product page to search for products. Many options areavailable on the Find Product page which makes your search more precise.

Available search options depend on the permissions for your role. These optionsreturn a list of criteria matching products in your system. Available options arelisted in the following table:

Table 22. Options on Find Product page

Option Description

All products The system returns all products.

Products whose namecontains

Enter any portion of the product's name. The system returns allproducts whose names contain the entered text.

Products whose codecontains

Enter any portion of the product's code. The system returns allmatching contacts. The product code is entered on the ProductDetails page when you create a Product in the system.

Products whose Use this option to search for products by using other attributes:

v Select the attribute to use to find the product.v Select the method to use to match the attribute value in the

product. The attributes are all the fields of data that is displayedon the Product Details page

v In the field, select the attribute value for which to search.

The particular choices available in each dropdown depend on theattribute selected. For example, if you search the attribute BasePrice, the available matching methods are Equals, Greater Than, orLess Than. In this case, you enter the value as a text entry. If youchoose the Family attribute, the available matching methods areEquals or Does Not Equal, while the third dropdown lists theProduct families defined in your system.

To search for Products, click Find. The system displays a Products list page that iscontaining the products that are matching your query.

Click Cancel to close the Find page without doing the search.

Product Details pageYou can use the options on the Product Details page to enter data for a newproduct and review or edit existing product information.

Your implementation can contain customized fields, but some fields are describedin the following table:.

Table 23. Field names on Product Details page

Field Description

Name The name of the product. The information in this field displays in a liston the Lead Details screen.

Code The code that is associated with a product.


Table 23. Field names on Product Details page (continued)

Field Description

Model Number The product's model number.

Part Number The product's part number.

Family The product's family (Server, Desktop, notebook) or the type of product(for example, Financial Services, Computer Networking, ComputerHardware).

Base Price The base price for the product.

Description A description of the product. The information in this field displays onthe Product Listing page.

Products list pageProducts list page lists the products that are currently loaded into the system andprovides a brief description. You can edit existing product information and alsoopen an empty product details page to enter new products into the system.

Following table shows the field names on the Products list page.

Table 24. Field names on Products list page

Field Description

Name Product name. Names in this column match the product names that aredisplayed on the Lead Details page.

Description A description of the product.

To open an empty Product Details page, click New. Click an existing product'sname to display its Product Details page for editing.

Note: Leads references the information about the Products list page when youenter organization information or create a new lead. Therefore, you must define atleast one product before you enter any organizations or leads.


Chapter 7. Contacts

Fields on the Contact Details page define Contacts in the Leads system. Contactsare people at your customer 's companies. A contact must be assigned to identifythe primary customer representative that is associated with each lead.

If your user role allows, use Contact Details page to view information about anexisting contact and create or modify contact information. Only the surname fieldis required.

Use the fields on the Contact Details page to enter or change information aboutthis contact. When you finished working, click OK to save your changes or Cancelto close the page without saving.

Contacts pageThe Contacts page lists people at your customers' companies that are specified inLeads. A contact must be assigned to identify the primary customer representativethat is associated with each lead.

You can use Contacts page to complete following tasks:v Use the table and navigation controls to find and view summary information

about particular contacts.v Double-click a contact's name, number of offers, number of responses, or source

to view and modify details.v Use the command buttons to create, find, or delete contacts.

View summary information about the contacts

To find a particular contact in the listing, sort and filter them as follows:v Use the View by drop-down to see only contacts from a particular source. By

default, choose to see only the contacts that are imported through one of thefollowing methods:

v Click one of the letters or the number control at the top of the table to see onlythe entries whose names begin with that character. Click Misc to view entriesthat begin with a special character.

v Click one of the underlined column headings, Name, City, or State, to sort thelist by the entries in that column. Click the heading again to reverse the order ofthe sorting. An arrow next to the column heading means that column is beingused to sort the table and shows the direction of the sort.

v If the list contains too many items to be displayed on one page, use navigationcontrols to move through the list page by page or jump to the beginning or end.

By default, the following columns of information are listed for each contact:

Table 25. Field names on Contacts page

Field Description

Name Click the name to view the Contact Details page for this contact.

# Active leads The number of active leads with this person as their Contact. Click thenumber in the Active leads column to see the individual leads.


Table 25. Field names on Contacts page (continued)

Field Description

# Closed leads The number of leads that are closed with this contact. Click thenumber to see the individual leads.

Address 1, City,State

Location information for this contact.

View and modify individual contact details

Click the name to open the details page. With appropriate permissions, modify theinformation about the details page and then return to the Contacts list page.

Advanced Find for contactsUse Advanced Find for Contacts to search for a particular set of contacts.

Complete the following steps to build your query:1. Use the table interface to specify the conditions for your search2. Click Find to start the search or Cancel to close the window without running

the search.

Specify the conditions for your search

Complete the following steps to specify conditions for your search:1. The Item column is set to Contact.2. In the Attribute column, select the information about the contacts for which to

search. The drop-down displays the attributes that are defined for contacts inyour system, fields that appear on the Contact Details page.

3. In the Operator column, select the relationship between the attribute you selectand the value for which to search. The options in this field depend on the typeof attribute you select. For example, for text fields you can select Contains toallow a partial match, Equals to require a complete match, or Is Empty tosearch for contacts for whom this attribute is not set. For Date fields theoptions are Equals, Is Before, Is After, or Is Empty.

4. In the Criteria column, enter the value for which to search.5. If you want to add another condition for your search, click the + button that

adds another row to the table and a column to the beginning of the row. Repeatsteps 1 - 4 for the new condition. If you want to remove a row, select the checkbox to the left of the row and click the - button.

6. Adding more than one condition adds a column to the left of the Item column.Use this column to select the relationship (AND or OR) between the conditionsin the rows. If you select AND, the search returns only contacts whoseattributes match both conditions. If you select OR, the search returns contactswhose attributes match either of the conditions. AND narrows the search,returning fewer contacts. OR broadens the search, returning more contacts.

7. Before you running search, select the check boxes to the left of each row thatyou want to include in your search. Click the check box in the header row toselect all the conditions.


Find ContactUse the Find Contact page to search for people at your customer's companies. Acontact must be assigned to identify the primary customer representative that isassociated with each lead.

To find contacts, select the required type of search. Next, select, or enterinformation to identify the users you want to find. Then click Find to launch yoursearch. Search results display in a Contacts list page. Click Cancel to close FindContact page without searching.

The available search types depend on your user role. Potential searches are:

Table 26. Search type and its description

Search Type Description

Contacts whose namecontains

Enter part or all of a name. The query returns all contactswhose first or surname contains the specified text. The searchis not case-sensitive.

Contacts whose emailaddress contains

Enter all or part of an email address. The query returns allcontacts whose email address contains that text. The search isnot case-sensitive.

Contacts whose Use this option to search by using other contact attributes:

v Select the attribute that you want to use to find the product.The attributes are all the fields of data that is displayed onthe Contact Details page.

v Select the method that you want to use to match theattribute's value, such as Contains or Equals.

v Select or enter the value for which to search.

The available choices in each field depend on the attribute youselect.

To add more options to the search, click Edit next to one of these standard queries.Clicking Edit opens the standard query in the Advanced Find window. UseAdvanced Find to add more attributes and conditions to further narrow yoursearch.

Chapter 7. Contacts 33

Chapter 8. Campaigns

The Campaign Details page displays the fields and controls that define acampaign. You can create new campaigns on the Campaign Details page andreview and modify existing ones.

The following fields define a campaign:v Name (Required)v Campaign code (Required)v Campaign typev Descriptionv Parent campaignv Start and end date

You must specify a name and a code. See Campaign Details page for informationabout using the fields.

Create a campaign

When you create a new campaign, the fields are empty or display default values.To create the campaign, enter the information as described in Campaign Detailssection and click OK. Click Cancel to close the details page without saving.

When you complete, new campaigns are displayed on the Campaigns lists page. InLeads, campaigns identify the source of leads. You specify the Campaign whenyou create a Lead.

View and modify an existing campaign

If you view an existing campaign, the fields display its current information. Userswith appropriate permission can modify the information directly on CampaignDetails page. To save the changes, click OK. To close the page without saving thechanges, click Cancel.

Campaign details page

Complete the basic information fields for the campaign as described in thefollowing table:

Table 27. Fields on Campaign details page

Field Description

Name (Required) Enter a name to identify the campaign. This name identifies thecampaign in the Campaigns list page and to other users.

Campaign Code(Required)

Using any text characters, letters, or numbers, enter a code thatidentifies this campaign. Use the code field to label the campaign inany way useful to your organization.


Table 27. Fields on Campaign details page (continued)

Field Description

Type Use the drop-down to select the type of Campaign. The Type field canindicate the purpose of the marketing activities that are represented bythis campaign. By default, the following options are available:

v Direct Mailv Emailv Printv Telemarketingv Televisionv Trade Showv Web

Your organization can create other options.

Description Enter extra information about the Campaign. This description can beany information that the Campaign creator or later users enter forfuture reference.

Parent Campaign Click the find button to assign an existing campaign as the parent ofthis campaign. In the campaign tree-view, this campaign is displayedas subcampaign of its parent. Illustrating the campaign hierarchy thisway models the marketing activities in your organization.

Start and EndDates

Click the calendar to select the dates at which the campaigns begin andend.

Campaigns list pageThe Campaigns page lists the existing campaigns and displays columns ofsummary information for each one. Campaigns identify the source of leads; specifythe campaign when you create a Lead.

From Campaigns page, you can do following tasks:v Use the table and navigation controls to view summary information on

particular campaigns.v Double-click a campaign's name to view and modify individual campaign

details.v Use the command buttons to create a new campaign or switch to the tree-view.

View summary information about the campaigns

The page listing to reviews currently defined Campaigns. To find a particularcampaign, sort and filter the campaigns in the following ways:v Click one of the letters or the number at the top of the table to see only the

campaigns whose name begins with that character. Click Misc to view entriesthat begin with a special character.

v Click an underlined column heading, Name, or Code to sort the list by theentries in that column. Click the heading again to reverse the order of thesorting. An arrow next to the column heading means that column is being usedto sort the table and shows the direction of the sort.

v If the list contains too many items to be displayed on one page, a set ofnavigation controls above the table lets you move through the list page by page,or jump to the beginning or end of the list.


Table 28. Field names on Campaign list page

Field Description

Name The identifying name that is assigned to the campaign when it wascreated.

Code The code that is assigned when the campaign was created. The Codefield can label the campaign in any way that is useful to yourorganization.

Type The Type that is assigned when the campaign was created. The Typefield can indicate the purpose or method of distribution that is used inthe campaign. By default, the following campaign types are available:

v Direct Mailv Emailv Printv Telemarketingv Televisionv Trade Showv Web

Description More information about the Campaign. This description can containany information that the Campaign creator or users enter for futurereference..

Top Level ParentCampaign

If this campaign is a subcampaign, this column contains the name ofthe highest level campaign containing this one. Since you can assigncampaigns to any level, several layers may separate this one and thetop-level parent campaign. If this campaign is not a subcampaign, thiscolumn contains "n/a".

Parent Campaign If this campaign is a subcampaign, this column contains the name of itsimmediate parent campaign. The immediate parent campaign directlycontains this one; no other separate this campaign and its immediateparent. If this campaign is not a subcampaign, this column contains"n/a".

Estimated Budget The amount that is allocated to run this campaign. This value isentered when the campaign is created.

Start The date the campaign is scheduled to start. You cannot set asubcampaign to begin before its parent campaign's start date.

Finish The date the campaign is scheduled to end. You cannot set asubcampaign to end later than its parent campaign.

View and modify an individual campaign's details

Click the template's underlined Name in the table to open the details page for thecampaign. The application opens the same details page that you see when youcreate or modify a campaign. If you have permission, you can modify theinformation about the details page and then return to this Campaigns list page.

Campaigns Tree-view pageUse Campaigns Tree-view page to work with the campaigns in your system in ahierarchy. Within the table, expanding the top-level campaign listings showssubcampaigns that they contain. The hierarchical view provides a quick review ofcompany-wide campaign organization and easy navigation to any campaign orinitiative.

Chapter 8. Campaigns 37

You can list the existing top-level Campaigns in your system and display columnsof summary information for each one. In Leads, campaigns identify the source ofleads. You specify the Campaign when you create a Lead.

You can complete following tasks by using Campaigns Tree-view page:v Use the table and navigation controls to view summary information on

particular campaigns.v Work with your campaigns in the tree-view:v Use the command buttons to create a new campaign or change the Campaigns

page display.

View summary information about a campaign

The page listing shows all currently defined Campaigns. To find a particularcampaign, sort and filter the campaigns in the following ways:v Click one of the letters or the number control at the top of the table to see only

top-level campaigns whose names begin with that character. Click Misc to viewentries that begin with a special character.

v Click an underlined column heading to sort the list by entries in that column.Click the heading again to reverse the sort order. An arrow next to the columnheading indicates which column is sorting the table and the direction of the sort.

Add or remove columns of information from the table and change their order byclicking table configuration.

Hide the columns of information entirely by clicking Tree Details to work with thetree-view of your campaigns without more information in the way. To show theinformation again, click Tree Details again.

By default, displaying the tree-details lists the following columns of informationfor each top-level campaign:

Table 29. Field names on Campaigns Tree-view page

Field Description

Name The identifying name given the Campaign when created.

Campaign Code The code the campaign that is assigned when created. Use the codefield to label the campaign in any way that is useful to yourorganization.

Start Date The date the campaign is scheduled to start. A subcampaign cannotbegin before its parent campaign.

End Date The date the campaign is scheduled to end. A subcampaign cannot endlater than its parent campaign.

Click an icon arrow to select menu commands

If you have permission to change a campaign, the icon includes a down arrow. Theavailable commands depend on your role and the campaign's place in thehierarchy. The following commands are available from the menus on Campaignicons:


Table 30. Menu Commands

Command Description

Create newparent campaign

Create a new campaign as a parent of current one. The applicationdisplays the Campaign Details page. When you complete the detailspage, Leads adds the new campaign to the hierarchy as a parent of theoriginal.

Create newsubcampaign

Create a campaign as a child of current one. The application displaysthe Campaign Details page. When you complete the details page,Leads creates the new campaign as a child of the original.

Insert existingsubcampaign

Add an existing campaign to the hierarchy as a child of this campaign.Select the campaign to add on the Campaigns list page. Leads makesthe campaign a subcampaign of the original.

The added campaign keeps any subcampaigns for which it is theparent. All the items below the selected campaign moves with it belowthe new parent campaign.

Move campaignto root level

Change this campaign from a subcampaign to a top-level campaign.

Command buttons

You can use the following command buttons on the campaigns tree-view page:

Table 31. Command buttons on Campaign tree-view page

Button Description

Create a Campaign. Displays the Campaign Details page.

Switch to the list view of campaigns. Displays these same campaigns ina list-page table.

Toggle tree detail. Hides or shows the columns of information availablefor each top-level campaign.

Display the Configure View page. Use Campaigns Tree-view page toadd, remove, and reorder columns of information from the

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