1.9 Transition Leads to Active Status and Create Lead Events in Pending Status

Reference: Select Customers and Manage Programs Process Model - Page 1 for the associated business process diagram.

Group:

•	Lead Generation

•	Lead Disposition

Actor/Role: CC&B

Description: The Lead is activated and the Initiative is actively marketed to customers. When a lead is transitioned to the Active state, Lead Events are created to encourage the customer to participate in the Initiative.

Note: The number and type of events are defined on the initiative's event template.

Event trigger date is calculated for each lead event by adding the number of days defined on the initiative's event template to the lead creation date.

Entities to Configure

•	Initiative, Lead Event Types

Business Objects

•

C1-LEAD

•	C1-LeadAccount

Available Algorithms

•	C1-LDCRELDEV - Lead - Create Lead Events