I have a problem with the new open Activity in an already created Lead.
I create a new lead, I add an activity on that lead and after that, I change the owner of the Lead. Unfortunately the activity owner changes too.
I want to know if it's a core functionality that changes the owner of the activity after I change the owner of it's Lead and if so, how can I deactivate it?
I have read all documentation on lead channel vs lead source but am still unsure how I should use them.
Can someone that is gathering leads from a trade show tell me how they use these categories? Would the channel be 'Trade Show' and the Source be the name of the trade show? Or do you use other fields, such as 'Event' for the name of the trade show?
We want to track our leads for every specific trade show and conference we attend.
There are several ways to transfer leads to Creatio.
1)create lead manually
2)from bulk emails
3) create a lead from the landing page
The way you describe it is for working with a landing page.
The [ Landing pages and web forms ] section is used to set up integration between Creatio and web forms on your websites. As a result, each time an integrated web form is submitted, a new record is automatically created in Creatio using data from the submitted form. Landing page integration can be used for generating leads, adding customers to event participants, automatic order registration, and more.
The main idea of Lead channel and source is tracking from which website leads come to our system.
The channel field contains information about the type of web resource from which this lead came (for example social network). The source contains information about the name of the web resource from which the lead came. Creatio uses UTM marks to track lead generation channels. They help to analyze which resource leads come from. More information about in this article: https://academy.creatio.com/docs/8-0/user/marketing_tools/website_track…
thanks for the reply. My question is more geared towards adding a lead manually that we get at an in person trade show. We have decided to use 'Event' as the Channel and then create an Event for each specific trade show to connect the leads to that event.
I am looking for a classic lead score based on the completeness of the lead data. I know there is a predictive scoring feature, but it's not what I'm looking for because it requires historical data for scoring. It is a new project and I need to assign the qualification to the leads as the lead data is completed and without having historical data.
For example, when the email if filled the score is 1, if the phone is also filled the score is 2, and so on.
I know there was an old version of lead scoring with this functionality but I don't see it in the newest versions. Is there a way to activate this classic lead score functionality?
The logic you have described can be implemented with the help of business process. You can set up a start of the event to be modification of data in leads. When the business process is triggered you can set the read data element, then you can use gateway element, and set up branches. You can condition the process to go to branch 1 for example when there is no data/no useful data and so on. These branches can then modify the numeric value of some object you have added to the page, therefore creating a lead scoring without ML. You can build this process to be any complexity you would like.
The needed lookup is called "Opportunity results". If for some reason it's not available in your system, you can create it manually based on "Reason won/lost" object.
The core process: "Lead management" starts whenever the stage is changed on Lead or when I click on "Qualify". I want it to work only if I press the button but not when the stage changes.
I wanted to override the function that calls that process, but I can't really find it. I tried like this, but it doesn't work.
Does anybody know where I can override the main function of the "Qualify" button so that I can start a custom process from there and to deactivate the "Lead management" process?
if we click the button it pass always from the first lead stage to the third one (handoff to sales).When can we see the logic for this button because this lead should complete some criterias to pass in the handoff sales after clicking this button
As the title says, I would like to customize the header that gets auto-generated from "Customer need", "Contact", "Company" in leads.
Is there a way to include a custom field? this would be really helpful because it is absolutely possible to get two leads from the same contact with the same customer need (but different projects)
I need to make file attachment mandatory in Lead object (Attachments and notes) at Sales in progress stage. If there isn't any file attached I need to prohibit user to go to the next stage. Any suggestions?
In order to achieve the goal, you can use a business process in the case, which will check the "availablity" of the files and links to the details of the specified section.
That will be nice to use in the business process the following element:
"read data", which will read the object "file and link <section name>" according to the filter <section name> = id of the transfered record.
After that, using the formula, you will be able the check the availabillity of the files the the records of the corresponding section.
Hello, thanks. Yes, I have done the check of file in that way, but after check is done how can I prohibit user to proceed to the next stages without file. Only manual transition is allowed between stages.
I am so sorry for misunderstanding. Currently such an option can't be achieved but i am sure we will do our best to add such a feature in future releases.
Yana, you can achieve this in a business process in front end when the stage is changed and the file is missing then you roll back to the previous stage and you can also show a popup to the user that the file is missing.
