Setting the lead mode

When configuring your deployment, you can specify the type of leads that your company pursues.To do this, you select a lead mode.

You specify the lead mode for your deployment in NexJ Studio. The lead mode that you choose determines how leads behave in NexJ CRM. It specifies what fields are required when a user identifies a lead, and what fields are automatically filled out when an existing contact or company is identified as a lead.

There are two lead modes that you can choose from:
Business-to-Consumer (B2C)
Indicates that your company sells products or services to end-users. When the lead mode is set to B2C, the first and last name, sales concept, source type, owner, at least one communication method, and consent to contact are required when identifying a lead. If a matched contact is selected, the contact's information is used to populate the lead's first and last name, communication methods, and address.
Business-to-Business (B2B)
Indicates that your company sells products or services to other companies. When the lead mode is set to B2B, a company must also be specified when identifying a lead. If a matched contact is selected, the contact's information is used to populate only the lead's first name, last name, and position. The lead's communication methods and address are instead populated with information from the contact's company.

To change the lead mode:

  1. In NexJ Studio, navigate to the Classes tab in the Business Model layer.
  2. Locate and open the ilm:Lead class.
  3. Select the Attributes tab and, in the Attributes area, locate and select the LEAD_SYSTEM_CLASSIFICATION attribute.
  4. Select the Value subtab and, in the Value field, change the following line of code: 
    (LeadClassificationEnum'get 'MODE)
    Replace MODE with the lead mode that you want to use for your deployment. You can specify either B2C or B2B.
  5. Click the Save button to save your changes to the class.
You have changed the lead mode for your deployment.
If your NexJ application is already running, you must redeploy the application for the changes to take effect.