20. Cross BU Leads
Managing Customer Needs
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 |
|---|
Cross BU Lead Objectives • When visit 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 want to notify the right GBU / BU |
Create a Cross BU Lead | |
|---|---|
 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!
|
NEW Please take note of the new fields & Related list highlighted in this section. The sender can add more "People to be alerted" and the receiver has to rate the lead in this section. |
 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 | |
|---|---|
| David received more information and would like to update his lead. He clicks on Edit |
|
He updates the description and click on Save
|
Attention! Only David (creator) and the user from the GBU receiving the lead can update it |
| Once the modification is done, a notification email is sent to the GBU receiving the lead to alert them about the change. |
|
Need help?
The best way to get IT support is to use the new
Service One Platform.