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Leads Homepage

The Leads Homepage is the starting point for managing leads. This page contains several sections and displays lead information that is relevant to you. If your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

In the standard application, the following sections are shown on your Leads Homepage:

Lead Lists Section

The Lead Lists section shows this information:

  • Lead Lists. The first ten filtered lists. Filtered lists are subsets or groups of leads that allow you to limit the number of leads to work with at a time.

    The application comes with a set of standard lists, arranged in alphabetical order. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear in alphabetical order above the standard set of lists.

    If an already-created list does not appear on the Leads Homepage, click any list. Then, on the Leads List page, click the drop-down list to see all the available lists, and make your selection.

    The following table describes the standard lists.

    Leads List

    Filter

    All Converted Leads

    Status = Converted

    All Leads

    none

    All Leads Being Qualified

    Status = Qualifying

    All Qualified Leads

    Status = Qualified

    All Recently Created Leads

    All leads, sorted by the created date

    All Recently Modified Leads

    All leads, sorted by the modified date

    All Rejected Leads

    Status = Rejected

    My Leads

    Leads, sorted by the created date, that meet either of these conditions:

    • Sales Person = your user name and Status = Qualifying
    • Lead Owner = your user name, Sales Person is blank, and Status = Qualifying

    My New Leads

    Leads, sorted by the created date, that meet either of these conditions:

    • Sales Person = your user name and Status = Qualified
    • Lead Owner = your user name, Sales Person is someone else, and Status = Qualifying

      For information on creating these lists, see Working with Lists.

  • Manage Lists. This link takes you to the page where you can review all available filtered lists, create a new list, or view, edit, or delete an existing list. The Manage Lists page also includes the standard lists delivered with Siebel CRM On Demand. These lists are view-only; therefore you cannot edit or delete them.

My Recently Viewed Leads Section

The My Recently Viewed Leads section shows this information:

  • My Recently Viewed Leads list. List of the ten most recently viewed leads.
  • Show Full List. Link for expanding the list of recently viewed leads.

My Open Lead Related Tasks Section

The My Open Lead Related Tasks section shows the open lead-related tasks assigned to you, sorted by due date and then by priority. It also shows this information:

  • Due Date. Date task is due as set by you or your manager.
  • Arrow symbol. Priority for tasks as set by you or your manager. An upward pointing red arrow indicates high priority, a downward pointing green arrow indicates low priority, and no arrow indicates medium priority.
  • Subject. Title of task. Click the link to review the task.
  • Lead. Lead with which the task is associated. Click the link to review the lead.
  • Show Full List. Link for expanding the list of lead-related tasks.

Qualified Leads Section

The Qualified Leads section shows this information:

  • Qualified Leads list. List of qualified leads.
  • Show Full List. Link for expanding the list of qualified leads.

Lead Followup Analysis Section

Your company administrator can change the analysis shown in this section. In the standard application, the Lead Followup Analysis section provides information to help you to analyze the progress made towards qualifying leads in the last 90 days.

In this section, you can view data by month or week to see the status of leads for those periods. Use this information to help you to identify what needs to be done to move the leads forward through the sales process.

Other Sections

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Leads Homepage:

  • My Recently Created Leads
  • My Recently Modified Leads
  • Recently Created Leads
  • Recently Modified Leads
  • My Current Lead Related Tasks
  • Lead Tasks

To add sections to your Leads Homepage

  1. On the Leads Homepage, click the Edit Layout link.
  2. On the Lead Homepage Layout page, use the directional arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Published 05/11/2007