About Opportunities Lead Assignment

As a sales representative, you can view new leads in the Opportunities list on your home page, or you can navigate to the Opportunities screen to view new leads that you did not create but were assigned to you. A lead might be assigned to you in the following ways:

• A lead is generated through a campaign and automatically routed using Siebel Assignment Manager and predefined rules.

• A lead is entered into the application by an administrator and automatically routed using Siebel Assignment Manager and predefined rules.

• An opportunity is created by a sales manager or sales representative who adds you to the sales team.

In each of these cases, you are able to view the lead or opportunity because you have been added to the sales team, either as the primary on the sales team or as a sales team member. If you are receiving a lead for the first time and you are the primary on the sales team, then the Status field in the More Info view is set to Pending by default. You can accept, reject, or reroute the lead by changing the value in the Status field.

If the administrator has activated the email notifications, and has enabled predefined processes, then these processes can send email messages to you to alert you of the following events:

• You have received a new lead and must accept, reject, or reroute the lead within seven days.

• You received a new lead five days ago and must accept, reject, or reroute the lead within two days.

• You have accepted a lead but have not worked on the lead in 30 days.

• You have won the sales opportunity and can enter the reason in the application.

• You have lost the sales opportunity and can enter the reason in the application.

The wording of the emails and the wait periods can be modified. Opportunity Workflows sends email only if the opportunity has revenue greater than $50,000. For more information about opportunity workflows, see Siebel Applications Administration Guide.