3.5 Request Select Specific Accounts

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

Group: Create Leads for Group of Preselected Accounts

Actor/Role: Marketing and Sales Representative

Description: Sometimes business process requires identify and add a number of specific target accounts to existing active Initiative. The Marketing and Sales Representative initiates Account selection process.

Accounts could be selected manually or automatically using reporting software.

Note: This process is used to generate leads for small number of accounts.