3.3 Select Active Initiative and Populate Required Data

3.1.2.1 Select Customers and Manage Programs : Select Customers and Manage Programs Detailed Process Model Description : 3.3 Select Active Initiative and Populate Required Data

3.3 Select Active Initiative and Populate Required Data

Reference: Select Customers and Manage Programs Process Model - Page 2 for the associated business process diagram.

Group: Create Lead for Single Selected Account

Actor/Role: Marketing and Sales Representative

Description: The Marketing and Sales Representative identifies an active initiative that represents the program to which the customer should participate and populates required details.

Entities to Configure

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Initiative: Group Sales Representatives

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Individual Sales Representatives