3.1.2.1 Select Customers and Manage Programs : Select Customers and Manage Programs Detailed Process Model Description
Select Customers and Manage Programs Detailed Process Model Description
This section provides a detailed description of the “Select Customers and Manage Programs” business process, including:
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1.0 Analyze Request and Select Initiative
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1.1 Populate Changes for an Initiative Update
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1.2 Validate Changes and Perform Update
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1.3 Request to Activate Initiative
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1.4 Transition Initiative Active Status and Generate Batch Controls
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1.5 Request Generate Leads
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1.6 Identify Accounts Eligible for Initiative
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1.7 Create Leads in Pending Status
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1.8 Assign Representative to Leads
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1.9 Transition Leads to Active Status and Create Lead Events in Pending Status
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2.0 Request Deactivate Initiative
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2.1 Transition Initiative Status to Inactive
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2.2 Review Pending Leads
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2.3 Populate Changes
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2.4 Perform Update Lead
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2.5 Request Activate Lead
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2.6 Request Activate Leads via Lead Disposition
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2.7 Select All Leads in Pending Status for Initiative
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2.8 Request Delete Lead
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2.9 Perform Delete Lead
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3.0 Request Deletion Leads via Lead Disposition
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3.1 Delete All Pending Leads
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3.2 Identify Account
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3.3 Select Active Initiative and Populate Required Data
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3.4 Request Generate Lead
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3.5 Request Select Specific Accounts
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3.6 Identify Target Accounts
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3.7 Create File and Place in Source Directory
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3.8 Populate Required Data for Selected Active Initiative
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3.9 Request Upload and Process File from Source Directory
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4.0 Validate Accounts and Existing Leads for Accounts
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4.1 Generate File Upload Statistics
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4.2 Review Upload Results
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4.3 Evaluate Lead Event Scheduled Complete Date
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4.4 Determine CSS Preferred Notification Type
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4.5 Create Sibling Lead Event “Create CSS Notification”
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4.6 Evaluate Option “No Preference”
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4.7 Create Sibling Lead Event “Send E-Mail”
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4.8 Create Sibling Lead Event “Create Customer Contact”
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4.9 Complete Lead Event
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5.0 Cancel Pending Lead Events
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5.1 Discard Lead
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5.2 Construct E-Mail and Send CSS Notification
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5.3 Process Request, Create and Send E-Mail
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5.4 Receive Email
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5.5 Construct SMS Message and Send CSS Notification
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5.6 Process Notification, Create and Send SMS
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5.7 Receive SMS
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5.8 Validate Message
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5.9 Create and Send SMS
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6.0 Create and Send Email
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6.1 Create and Send Sale Rep E-Mail
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6.2 Create Temporary Bill Message
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6.3 Validate Customer Contact Details
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6.4 Create Customer Contact
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6.5 Evaluate Conditions to Discard Lead
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6.6 Evaluate Lead Success Criteria for Account
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6.7 Transition Lead to Status Successful
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6.8 Review Active Leads and Lead Events
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6.9 Select Specific Lead
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7.0 Request Discard Lead
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7.1 Request Compete Lead
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7.2 Modify Lead Details
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7.3 Validate Changes
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7.4 Perform Update
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7.5 Review Active Lead and Lead Events
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7.6 Select Event Type, Populate Details, and Request Add Event
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7.7 Add Lead Events in Pending Status
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7.8 Modify Event Data
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7.9 Update Event
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8.0 Request Complete Events
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8.1 Request Cancel Event
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8.2 Cancel Pending Lead Event
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8.3 Request Refresh Statistics
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8.4 Validate Eligibility to Accumulate Statistics
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8.5 Transition Initiative Status to Accumulate Statistics
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8.6 Evaluate All Leads for Initiative
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8.7.1.1 Accumulate Lead Statistics by Status Including Discard Reasons
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8.7.1.2 Accumulate Lead Count for Top Representatives
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8.7.2.1 Accumulate Monthly Lead Statistics by Status Including Discard Reasons
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8.7.2.2 Accumulate Monthly Lead Count for Top Representatives
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8.8 Update Initiative and Transition to Active Status
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8.9 Analyze Statistics
1.0 Analyze Request and Select Initiative
Reference: Select Customers and Manage Programs Process Model - Page 1 for the business process diagram associated with this activity.
Actor/Role: Marketing and Sales Representative
Description: The Marketing and Sales Representative selects one of the existing Initiatives that satisfies current business requirements and needs.
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