Lead Center R11.5 Amending the Close_reason

Hi Every one ,
do any one knows how to amend the list of "Close Reason " at the lead center screen.
:)

it was a bit easy, just found it ,
using the sales Manager responsibility , lookup codes , sales
search for the CLOSE_REASON lookup and amend it :)

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I have an issue with email notificaiton in Lead Center of Telesales.
Once the lead is converted into qualified, Sales channel and Lead rank will be populated automatically and email notification workflow will be
triggered and email is sent to lead owner.
But in our case, we created lead with manual selection of Sales Channel and converting the lead to qualified. At this point email notification workflow is not triggering.
Not able to understand the Sales Channel role in triggering the email notification workflow.
Sateesh.

Once the lead is converted into qualified, Sales channel and Lead rank will be populated automatically and email notification workflow will be triggered and email is sent to lead owner.
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Hi Ajay
I already created Source Structure and assigned to my Setllement profile (so I assigned Allocation Structure AND Source Structure).
I don't understand when you say that I need to assign the Source Sutrcture in each rule....because the Source structure is in the Settlement Parameters valid for both rules...
When I post to Asset Expenses only for the internal Order, the 2 rules (CTR and AUC) are created when I run KO88 (but only AUC rule is settled). This is OK.
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Kind Regards
Mayumi Blak

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Regards,
Alok

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Click here and request assistance.
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Lead Center R11.5 Amending the Close_reason

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