Set the lead mode for your deployment and enable online help.

Setting the lead mode

When configuring your deployment, you can specify the type of leads that your company pursues. To do this, you select a lead mode.

You specify the lead mode for your deployment in NexJ Studio. The lead mode that you choose determines how leads behave in NexJ CRM. It specifies what fields are required when a user identifies a lead, and what fields are automatically filled out when an existing contact or company is identified as a lead.

There are two lead modes that you can choose from:

Business-to-Consumer (B2C)
Indicates that your company sells products or services to end-users. When the lead mode is set to B2C, the first and last name, sales concept, source type, owner, at least one communication method, and consent to contact are required when identifying a lead. If a matched contact is selected, the contact's information is used to populate the lead's first and last name, communication methods, and address.

Business-to-Business (B2B)
Indicates that your company sells products or services to other companies. When the lead mode is set to B2B, a company must also be specified when identifying a lead. If a matched contact is selected, the contact's information is used to populate only the lead's first name, last name, and position. The lead's communication methods and address are instead populated with information from the contact's company.

To change the lead mode:

1. In NexJ Studio, navigate to the Classes tab in the Business Model layer.
2. Locate and open the ilm:Lead class.
3. Select the Attributes tab and, in the Attributes area, locate and select the LEAD_SYSTEM_CLASSIFICATION attribute.
4. Select the Value subtab and, in the Value field, change the following line of code:
   (LeadClassificationEnum'get '<MODE>)
Replace <MODE> with the lead mode that you want to use for your deployment. You can specify either B2C or B2B.
5. Click the Save button to save your changes to the class.

You have changed the lead mode for your deployment.
If your NexJ application is already running, you must redeploy the application for the changes to take effect.

Enabling online help

To enable online help for your NexJ deployment, place the help files on an end user accessible server and ensure that the correct channel connection is set.

1. Place the generated help files on an HTTP server that your end users can access.
2. For a production deployment, use an HTTP server that is independent of the NexJ Model Engine you are running. This allows for easier documentation updates as it does not tie help to your deployment.
3. For a temporary or test deployment, you may choose to deploy the help files on NexJ Model Engine by placing them in the following directory in your model: meta/web.
4. Configure the Help channel using NexJ Studio.
   • If you are deploying the help files on an independent server, specify the secure user-accessible URL for the server that hosts the help. For example, enter: https://intranet.example.com/nexj-help/

   • If you are deploying the help files on NexJ Model Engine, specify the server and directory. If you specified meta/web in your model directory, then the online path is /nexj/. For example, to enable online help residing on the http://www.example.com server, specify http://www.example.com/nexj/.
     For details about configuring channels, see Configuring channel connections.
     The suggested configurations for all channels are included in Channel connection settings.
     Suggested help channel configuration is described in HelpChannel channel connection settings for a typical NexJ CRM deployment.

     Info

     The default name for the NexJ CRM help file is nexj-contact-help-en.pdf. NexJ CRM references the file using the set-help-file-name function in the ContactBrokerPortlet screen. If the help file's name is customized on your webserver, open the ContactBrokerPortlet screen in the Presentation layer and edit the text in the Script tab.