7.6 Select Event Type, Populate Details, and Request Add Event

3.1.2.1 Select Customers and Manage Programs : Select Customers and Manage Programs Detailed Process Model Description : 7.6 Select Event Type, Populate Details, and Request Add Event

7.6 Select Event Type, Populate Details, and Request Add Event

Reference: Select Customers and Manage Programs Process Model - Page 4 for the associated business process diagram.

Actor/Role: Marketing and Sales Representative

Description: The Marketing and Sales Representative determines that a new Lead Event must be added to the selected Lead. The representative selects required Lead Event Type, populate the details and request the new Lead Event be added to the existing Lead.

Note: BPA Script C1-LdEvtAdd(Lead Event - Add) is available for adding lead events.