Components installed with Lead Management
Several types of components are installed with activation of the Lead Management plugin, including tables and user roles.
Roles installed
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| Lead writer \[sn\_lead\_mgmt\_core.lead\_writer\] | A granular role created to give write access to Lead and Lead Line Item. | sn\_lead\_mgmt\_core.lead\_viewer |
| Lead integrator \[sn\_lead\_mgmt\_core.lead\_integrator\] | Lead integrator have access to call the REST APIs of lead. | - sn\_crm\_touchpoint.touchpoint\_writer - sn\_lead\_mgmt\_core.lead\_writer - sn\_meeting\_mgmt.meeting\_creator |
| Lead responsibility write granular \[sn\_lead\_mgmt\_core.lead\_responsibility\_write\_granular\] | Provides granular access to lead and related entities through the responsibility framework. | sn\_lead\_mgmt\_core.lead\_responsibility\_read\_granular |
| Lead responsibility read granular \[sn\_lead\_mgmt\_core.lead\_responsibility\_read\_granular\] | Provides granular read-only access to lead and its related entities through the responsibility framework. | None |
| Lead agent \[sn\_lead\_mgmt\_core.lead\_agent\] | Lead agent can perform CRUD operations on Lead and related tables. | - sn\_customerservice.csm\_workspace\_user - sn\_lead\_mgmt\_core.lead\_writer - sn\_meeting\_mgmt.meeting\_creator - sn\_crm\_touchpoint.touchpoint\_writer |
| Lead admin \[sn\_lead\_mgmt\_core.lead\_admin\] | An admin role created to give create, update, read, and delete access on lead tables. | - sn\_crm\_touchpoint.admin - sn\_lead\_mgmt\_core.lead\_agent - sn\_lead\_mgmt\_core.lead\_integrator |
| Lead viewer \[sn\_lead\_mgmt\_core.lead\_viewer\] | A granular role created to give read access to Lead and Lead Line Item. | - sn\_csm\_ctxrul\_mgt.context\_variable\_viewer - sn\_prd\_pm.product\_catalog\_viewer - canvas\_user - sn\_csm\_ctxrul\_mgt.rule\_matrix\_viewer |
Tables installed
| Table | Description |
|---|---|
| Lead Needs sn\_lead\_mgmt\_lead\_needs | Specific requirements or expectations of a customer. |
| Lead Line Item sn\_lead\_mgmt\_core\_lead\_line\_item | Individual product entry within a lead. |
| Lead Task sn\_lead\_mgmt\_core\_lead\_task | A specific action or activity assigned to manage or progress a lead, such as follow-up calls, sending proposals, or scheduling meetings. |
| Lead sn\_lead\_mgmt\_core\_lead | Prospective customers who have expressed their interest through various channels, such as website forms, social media, or events. |
Parent Topic:Lead Management reference