Step By Step
Cross-BU Lead Process Flow |
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Create a Cross BU Lead | |
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 David opens the account for which he wants to create a Cross BU Lead. |  |
 In the first section Information, David enters a Lead Name |  |
 David clicks on the lookup icon and searches for his GBU as GBU Initiating the lead. Once he found it, he clicks on the GBU name. |  |
 On the left side of the section, David links the Cross BU Lead to the opportunity and to the visit report he previously created.
These links are not mandatory, but it’s really helpful when consulting the visit report or the opportunity! |  |
 Once David linked the Cross BU Lead to the 2 records, he can start fill in the details of the Cross BU Lead |  |
 David defines to which GBU this lead must be addressed and details the context. He then clicks on Save
In this big empty field, David can use rich text like bold, underlined, bullets, etc. to elaborate the description. Useful! |  |
 David has now finished. Thanks for sharing this lead David! |  |
 In the mean time, Novecare has received an alert with the lead details.
Novecare will take care of assigning the lead. So easy to share good tips! |  |
Modify a Cross BU Lead | |
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| David received more information and would like to update his lead. He clicks on Edit |
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He updates the description and click on Save
Attention! Only David (creator) and the user from the GBU receiving the lead can update it |
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| Once the modification is done, a notification email is sent to the GBU receiving the lead to alert them about the change. |
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