In this process step, the user can search for the leads created by executing the campaign with the campaign wizard. Procedure Test Step # Test Step Name Instruction User Entries: Name: Value Expected Result Pass / Fail / Comment 1 Search Leads In the navigation bar, choose Marketing Search: Leads Enter the relevant search criteria and choose Search. Campaign ID: <Campaign ID> The result list shows all created leads. Create Manually Purpose Single Leads must be created manually. Procedure Test Step # Test Step Name Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment 1 Open New Lead In the navigation bar, choose Marketing Create: Lead The Lead page or a dialog box opens for selection of the transaction type. 2 Choose Transaction Type If the dialog box Select Transaction Type appears, choose YLD: BP Lead. You can select BP Lead. 3 Enter Details On the BP Lead: New screen, make the required entries. Description: <any description> (for example, BP Lead 01) Prospect: <PROSPECT1> The prospect’s address is automatically determined. 4 Add Organizational Data If the dialog box Organizational Data appears, choose BP_SO_CENTER.
If necessary, also select Service Organization for the respective service organization (depending on the scope of your solution). 5 Add Organizational Attributes If a dialog box for Attributes of Sales Organization appears, choose 10 Direct Sales 10 Product Division 10. 6 Check Details In the Lead Details assignment block, check for the required data. Main Contact: <CONTACT PERSON> (automatically determined) Employee Responsible: <EMPLOYEE RESPONSIBLE> (automatically determined) Start Date: <today> End Date: <today + 1 month> Notes: <any additional information about the customer contact> 7 Save Choose Save. The system saves the Lead and assigns a unique number. 8 Assign Products In the Products assignment block, choose Edit List to add the required details. Product: <PRODUCT> Quantity: a quantity 9 Add Partner In the Parties Involved assignment choose Edit List to add the Partner Function: Representative Name: Mr. Michael Curtis
If the entry Lead Type is not visible as search criterion, you can choose it from the dropdown box. Leads that were created based on the target group as described above The leads created manually in the previous step. 3 Select Lead a description, for example: BP Lead 01. The Lead page opens. 4 Open Lead Questionnaire In the Assessments assignment select the attached questionnaire BP_LEAD_EN by choosing the Edit button. The questionnaire opens. 5 Answer Questionnaire Answer the questions and verify that the resulting questionnaire level is Warm in the Qualification view of the Lead Details assignment block. Products: Notebooks Employees: 51 – 100 employees 26 – 50 units Timeframe: 3 to 6 months After entering answers, the questionnaire level is Warm. 6 Save Choose Save. The system saves and creates a new version automatically for this questionnaire. 7 Go Back Choose Back. You return to the Lead page. 8 Open Account and Check Fact Sheet To check details of account data, choose the prospect’s hyperlink. From the toolbar choose More Fact Sheet. The Account overview page opens first; then the Fact Sheet opens when you select the menu option. 9 Go Back Choose Back to go back to the Lead. You return to the Lead page. 10 Edit Lead Details As a result of the prospect’s fact information, the marketing employee qualifies the Lead manually. The Lead Details assignment block can be edited.
In the Lead Details assignment block choose Edit. 11 Add Lead Details Add the required details for Lead BP Lead 01. Qualification Qualification Level: Hot Status Status: In process Classification Priority: Very High Origin: Trade fair Group: Top 100 Customers 12 Save Choose Save. The Lead is saved. 13 Return to Search Leads Choose Back until you get to the Search: Leads result list. The Search: Leads page appears. 14 Open Second Lead Select the second Lead BP Lead 02 from the list. The Lead opens. 15 Edit Lead Details In the Lead Details assignment block choose Edit. 16 Add Lead Details Add the required details for Lead BP Lead 02. Qualification Qualification Level: Hot Status Status: In process Classification Priority: High Origin: Trade fair Group: New Customers 17 Save Choose Save. Based on the values you entered in the questionnaire, the system