Strategy and Value Proposition

Select the “Strategy and value proposition” activity under the “Lead Management” business component.

The “Strategy and value proposition” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

The system displays the following details on the launch of the page:

Status	The status of the strategy and value proposition.
Customer Code	The unique code that identifies the customer.
Customer Name	The name of the customer based the customer code.
Customer Description	The textual description of the customer.

Enter the following details:

Strategy

Use the drop-down list box to select the sales strategy of a customer. The combo is loaded with the values of “Acquire”, “Exit”, “Growth” and “Retain”. Mandatory.

Enter the following details in the multiline:

Year	Use the drop-down list box to select the year. Mandatory.
Value Proposition Details	The value of the proposition details.

Click the “Save” button to save the details.

The system displays the following details in the “Data History” group box.

Created By	The login Id of the user who had created the strategy and value proposition details.
Created Date	The date on which the strategy and value proposition details was created.
Last Modified By	The login ID of the user who modified the strategy and value proposition details.
Last Modified Date	The date and time at which the strategy and value proposition details was last modified.