Cloud Kicks(CK)セールスチームは、ディストリビューターとリテーラーの2種類のリードと連携します。 CKの経営陣は、営業チームがリードを商談に変換する前に、2つの異なるリード認定プロセスに従うことを望んでいます。
この要件を満たすためにコンサルタントが推奨する3つのアクションはどれですか?
3つの答えを選択してください
正解:A,D,E
Creating retailer and distributor lead processes can help CK follow two different lead qualification processes before converting leads into opportunities, as it allows them to define different sets of picklist values for the Status field for each lead type. A lead process is a collection of stages that represent the steps that users take to qualify leads, such as Open, Contacted, Qualified, or Converted. Creating Status picklist values specific to each lead type can also help CK follow two different lead qualification processes, as it allows them to customize how they track and measure their progress with different types of leads. For example, they may have different criteria or actions for qualifying a retailer lead versus a distributor lead. Creating distributor and retailer lead record types can also help CK follow two different lead qualification processes, as it allows them to assign different page layouts, processes, and business logic for each lead type. A record type is a way to categorize records based on different business requirements or user profiles.