3.7 Create File and Place in Source Directory

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: Reporting Software

Description: The application creates one or more CSV files containing selected accounts and places them in specified directory.

Note: This process is recommended for processing limited number of pre-selected accounts. It allows forcefully create Leads for any initiative and bypasses the Initiative's eligibility criteria.

CSV file containing pre-selected accounts could be created manually by Marketing and Sales Representative as an exception.