The Lead Object - A Summary

This topic compares the behavior of the Lead Object with other Talisma Objects.

Scenario	Behavior of the Lead Object	Behavior of other Objects
When the Team Property needs to be set	When Leads are created through an Import operation, ensure that an appropriate value is specified in the TalismaValue column for the Team Property in the Talisma Entity Type column.	Not Applicable
When the Lead is created or updated through an Import operation.	When a Lead is created - The Owner Property of the Lead is set to None. This ensures that the Lead can be assigned to a User based on logic that is defined in the Weighted Round Robin in current team Action. When a Lead is updated - Lead records in Talisma will be updated through an Import operation only if values mapped to the Campus Property of the Lead are available in the data source. In a scenario where the value for the Campus Property is not available, the update of Lead records will fail, and the following error message will be logged in the Import error log: No Matches Found.	Not Applicable
Creation of Invalid Leads	A check for Invalid Leads is performed when Leads are created only through an Import operation or through Web Forms. The Invalid Property of the Lead is set to Yes when one or more of the following Lead Properties are not specified: • Name • Campus • Team • Email	Not Applicable
Creating a Duplicate Lead	When the Talisma Client User tries to create a Lead whose details are identical to another Lead that is available in the same Campus, the following message is displayed: Lead <ID> already exists with the specified details. Do you want to create a duplicate Lead. When the User clicks: Yes - the new Lead is created as a duplicate of the original Lead. The value in the Duplicate Property of the new Lead is automatically set to Yes. No - the Lead window is displayed. The Talisma Client User can modify Property details and save the Lead.	Not Applicable
Assigning Duplicate Leads to the Same User	The functionality of assigning duplicate Leads to the same User is specific to a Team whose Team Type Property is set to Campus, and is applicable to Leads whose Owner Property is None.	Not Applicable
Automatic association of Leads with Enrollments	The Properties based on which Leads are automatically associated with Enrollments are specific to a Campus in which the Lead and Enrollment are available.	Not Applicable

Note

For more information about working with the Lead Object, see the following topics:

• Creating and updating Related Objects in an Import operation

• Behavior of the Lead Object in an Update Scenario

• Process Flow to Automatically Associate a Lead with an Enrollment