Brazil, Australia, Zurich, Yokohama
Standalone Application
The Lead Management Data Model application includes all the tables required for storing and organizing the information related to leads or prospective customers.
Lead Management Data Model plugin includes the following tables for storing and organizing the information related to leads or prospective customers:
- Lead header
- Lead line items
- Lead needs
- Lead tasks
New
- Lead Line card now available in Lead Line record pages - Users can view the same lead line carousal card within individual lead line records, providing consistent information display across lead management screens in the Sales CRM Mobile.
- Sales CRM mobile users can now view Lead's CRM Touchpoint details directly in the mobile app - The Touchpoint record view displays the details, including title, associated records (Account, Contact, Lead, Opportunity) with navigation, owner, due date, description, priority, primary channel, state, category, and type. Activities are shown with default behavior, and the record view is available in offline mode.
Removed
- Unused lead line cards removed from Lead Line record pages. Only relevant carousal cards are now displayed, streamlining the user interface.
Not applicable for this application version. For more information, please see
Application Runtime Policy
- Required plugins and products
- Customer Service (com.sn_customerservice)
- Dependencies
- Sales Common (com.sn_l2c_sales_common)
- Lead to Cash Core (com.snc.l2c_core)
- Product Catalog Management Core (com.sn_prd_pm)
- CRM Touchpoint (com.sn_crm_touchpoint)
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable