RBW_REFERRAL_VW

(SQL View)
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Referral View

Referral View for wealth management clients

SELECT LEAD_ID , BO_ID_CUST ,BO_ID_REFERRED_BY , LEAD_TYPE , EST_REVENUE , CURRENCY_CD FROM PS_RSF_LEAD WHERE REFERRAL_FLG = 'Y' AND LEAD_STATUS NOT IN ('CL','CD','LO')

# PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
1 LEAD_ID Character(15) VARCHAR2(15) NOT NULL Used by Sales Force Automation, this field uniquely identifies a Sales Lead.
2 BO_ID_CUST Number(31,0) DECIMAL(31) NOT NULL This field stores the Business Object ID for the customer.
3 BO_ID_REFERRED_BY Signed Number(32,0) DECIMAL(31) NOT NULL Business Object ID of Referred By (for Partners).
4 LEAD_TYPE Character(2) VARCHAR2(2) NOT NULL Used by Sales Force Automation to indicate what type of Lead,
IN=Inquiry
LE=Lead
QU=Qualified Lead
TQ=Turnback Qualified Lead
TU=Turnback Lead
5 EST_REVENUE Signed Number(28,3) DECIMAL(26,3) NOT NULL The expected revenue (amount) associated with an Opportunity. This is particularly used for forecasting.
6 CURRENCY_CD Character(3) VARCHAR2(3) NOT NULL This field stores the Currency Code value.