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Lead template in Campaign is not shown, why?

former_member186887
Active Contributor
0 Kudos

Hi All,

I am trying to generate leads from campaign.  I have followed the below steps for the same.

Now, I have selected the Campaign type as 'Lead Qualification' and Communication method as 'Lead Generation' in Campaign.  But Lead Template field is not filled automatically.

I clicked on Lead Template field to select the transaction type but the below screen is appeared.

Please help me how the Lead Template is determined in Campaign to generate lead.

Regards,

Maddy

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi Maddy,

The first step that you have mentioned is not necessary. Second step is ok. Try to select the 'lead generation' in communication medium.

Rgds

Hari

former_member186887
Active Contributor
0 Kudos

Hi Hari Prasad,

Thank you for your reply.

I have selected Campaign type and Communication medium also in Campaign.  After selecting the Communication medium as Lead Generation, the Lead Template field is not filled automatically. 

Kindly observe the image given below.

Please help me.

Regards,

Maddy

Former Member
0 Kudos

oh ! I got the problem. The marked field will not be filled automatically.

1. You need to create a 'Lead template' in first step.

2. Once you create a Lead template, press F4 by placing the cursor in the field that you have marked. 3. You will get a search page and through which you must search the template created in the first step and select.

4. The template will get assigned here.

This is how it gets assigned here.

Rgds

Hari

Answers (0)