Configuring a Lead Property for the EBR Policies Configuration

Run the following SQL statement to configure a Lead Property that will be used to configure EBR Policies in Business Administrator. You can configure a custom or predefined Enumerated Text type of Property of the Lead Object for the EBR Policies Configuration. For example, to configure the Stage Property of the Lead, run the following SQL statement:

Exec sproc_ConfigureCustomEBRPropertyForDNC 20005, 4810068

Where,

•   20005 is the ID of the Lead Object

•   4810068 is the ID of the Stage Property of the Lead Object.

IMPORTANT

•   Once a Lead Property is configured for the EBR Policy Configuration using the above SQL statement, it must not be changed later.

If a different Lead Property is configured later, the status date will not change as a result incorrect EBR Policy Date will be sent for scrubbing.

•   Once a Lead Property is configured for the EBR Policy Configuration, the Business Administrator User must map at least one of the EBR Policies (Inquiry, Current, or Last Transaction) with the values of the Lead Property. If this is not done, the scrubbing process fails. For information on mapping an EBR Policy with the values of the Lead Property, see Business Administrator Help.

•   After above SQL statement is executed and the EBR Policies mapping is done in Business Administrator, the status date for existing Lead items must be populated manually through an upgrade script.