0
6.5.0
Brazil, Australia, Zurich, Yokohama
Standalone Application
The Lead Management Data Model application includes all the tables required for storing and organizing the information related to leads or prospective customers.
Lead Management Data Model plugin includes the following tables for storing and organizing the information related to leads or prospective customers:
- Lead header
- Lead line items
- Lead needs
- Lead tasks
New
- Lead management is now available in the Sales CRM Mobile app, with dedicated list and record views for leads, lead lines, lead tasks, and lead meetings, plus quick access to lead tasks from the home page.
- Product offering lookups in lead lines and catalog now support an extended product lifecycle, surfacing offerings in In Test and Staged status additionally.
Changed
- Leads created from an Account are now automatically pre-filled with additional Account details, including Industry, when that information isn't supplied at creation.
Fixed
- Fixed minor issues in 'Convert Lead to Consumer' workflow.
Not applicable for this application version.
- Required plugins and products
- Customer Service (com.sn_customerservice)
- Dependencies
- Sales Common (com.sn_l2c_sales_common)
- Lead to Cash Core (com.snc.l2c_core)
- Product Catalog Management Core (com.sn_prd_pm)
- CRM Touchpoint (com.sn_crm_touchpoint)
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable