on 10-03-2014 10:03 AM
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
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
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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
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