4.0 Validate Accounts and Existing Leads for Accounts

3.1.2.1 Select Customers and Manage Programs : Select Customers and Manage Programs Detailed Process Model Description : 4.0 Validate Accounts and Existing Leads for Accounts

4.0 Validate Accounts and Existing Leads for 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: CC&B

Description: Upon CSV file upload, CC&B validates the accounts from the list and existing leads these accounts.

Note: BPA script C1-InitvLdUp (Initiative - Lead Upload) is used for loading accounts via CSV file.