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Overview
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In this section, you will find information about cross BU leads and how to create and update one in Salesforce.com.
Key added value of using Cross BU Lead => Share business leads with colleagues from other GBU (X-GBU opportunities). As a result, capitalize on cross-GBU collaboration to indentify new business opportunities for Solvay.
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Concerned profiles:
ALL
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Managing Customer Needs
Table of content
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Cross-BU Lead Rules
Who can create? | Any sales can create a Cross BU Lead |
Who can see? | Any sales can create a Cross BU Lead |
Who can update? | Only the Cross BU Lead Owner can update a Cross BU Lead |
Who can delete? | Only the System Administrator can delete a Cross BU Lead |
Step By Step
Cross-BU Lead Process Flow |
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Cross BU Lead Objectives • When visiting a customer, a Sales Rep is notified that this customer may have some business needs that could interest another BU from his GBU or even an other BU in another GBU • Corporate Marketing & Sales receives some insights on a potential business opportunity and can notify the right GBU / BU |
Create a Cross BU Lead | |
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 David opens the account for which he wants to create a Cross BU Lead. |
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 In the first section Information, David enters a Lead Name. |
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 David clicks on the lookup icon and searches for his GBU to set it as GBU Initiating the lead. Once he | |
finds it, he clicks on the GBU name. |
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 On the left side of the section, David links the Cross BU Lead to the opportunity and to the visit report he previously created.
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 Once David |
links the Cross BU Lead to the 2 records, he can start |
filling in the details of the Cross BU Lead. |
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 David defines to which GBU this lead must be addressed and details the context. He then clicks on Save.
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 David has now finished.Thanks for sharing this lead David! |
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| When a cross BU lead is created, my team receive an automatic email. |  | |||||
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the GBU has received an alert with the lead details.
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Modify a Cross BU Lead | |
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| Then he updates the description and |
clicks on Save.
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Need help?
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