Creating a Lead

To Create a Lead

1. From the Home Workspace, select Lead from the Object Selector.

2. From the File menu, select New Lead.

- OR -

Select New, Object, Lead.

- OR -

Click .

The New Lead window is displayed.

3. Select the Properties tab.

4. Specify values for Properties of the Lead.

5. Type values for the Lead in the Name and Email fields. These fields are mandatory.

By default, the Team field is set to the Primary Team of the logged on User and the Campus field is set to the nearest parent Team, of type Campus, of the Team in the Team field. If the Team in the Team field is of type Campus, the Campus field is also set to the same Team. For more information on the behavior of the Team and Campus fields, see Behavior of the Team and Campus Fields of the Lead Object.

6. Type values for other Properties of the Lead.

Note

The values for the Reference Object Properties are automatically set based on the Team selected for the Lead if a default value is configured for Reference Objects for Teams in Talisma Business Administrator. For more information, see Talisma Business Administrator Help.

7. If the new lead item that you are creating matches with a lead item that already exists, the application prompts you to confirm whether the new item must be saved as a duplicate. Click OK. For more information on the various duplicate checks that are performed on the new lead item, see About Duplicate Leads.

8. From the File menu, select Save.

- OR -

Click .

Note

• When a Lead is created in Talisma, the Lead is associated with an existing Contact or a new Contact. If Team-based security is enabled for the Contact Object, the following operations occur:

◦ If the newly created Lead matches with a Contact that is existing in Talisma, the Lead is resolved to the existing Contact.

◦ If the newly created Lead does not resolve to an existing Contact, a new Contact is created. The newly created Contact inherits the value of the Team Property of the Lead and is shared with the inherited Team.

◦ If the newly created Lead matches with multiple Contacts that belong to the Teams to which you have access, the Set Contact dialog box is displayed. Select the relevant Contact from the list.

◦ If the newly created Lead matches with multiple Contacts in Talisma, and you do not have access to the Teams to which matching Contacts are shared with, the Lead is resolved to the most recently created Contact.

◦ If the newly created Lead matches with multiple Contacts that are deleted in Talisma, the Lead is resolved to the most recently created Contact.

For more information about Team-based security for the Contact Object, contact Talisma Product Support.

• When a Lead is created, the Disqualified and Invalid Property value will be set to No by the system.

• When a Lead record with the Duplicate Property value as Yes is received in Talisma through an iService request, the Lead is created in Talisma and the value of its Duplicate Property is set to Yes.

• For information on the Properties you can set for the Lead Object, see Lead Tabs and Properties.

To Open a Lead

1. From the Home Workspace, select Lead from the Object Selector.

- OR -

Go to any Lead-based Workspace.

2. Using the Teams, Users, or the Search tab, locate the required Lead. Click the Lead ID link or double-click the Lead to open it.

- OR -

Press Ctrl+G. In the Goto Lead dialog box that is displayed, type the Lead ID.

3. Click OK.

The Lead window is displayed.