Lead Management
Discussion List
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Lead Conversion to Existing Opportunity-Manage Saved search functionalityHi Everyone, We have Lead Conversion to existing Opportunity feature where we can see Manage saved search edit button during conversion. When we click on it, it navigate… -
Lead Conversion to Existing Opportunity-what criteria is used to fetch the existing Opportunity?Hi Everyone, We have Lead Conversion to existing Opportunity feature. In Classic UI it this feature allows us to select all the Opportunities. But in Redwood when we try…
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Refresh infoletsHello Is there a process I can run? I have Infolets, but the data doesn't match the data in the workspace; I have a discrepancy in the leads. How can I update or refresh… -
How to convert leads in bulk using import managementSummary: We are looking for inputs on converting bulk of leads using import management Content (please ensure you mask any confidential information): Version (include th…
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TypeError: Cannot read properties of undefined (reading 'length') Creating Contact from Lead RedwoodSummary: I am encountering a UI error while creating a Contact from the Lead object in Oracle Sales Redwood UI. The error displayed on the Create Contact page is: “TypeE…
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Lead Retire Reason – Newly added lookup values not reflecting in Lead UISummary: We have a standard Lead field Retire Reason which uses the lookup code MKL_RETIRE_REASON_CD. Originally, the LOV had only two values. We have added additional l…
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how to include custom child object in lead to opportunity copy mapsWe have created a custom child object called as Appliance in both lead and opportunity object, we will add the appliances when the lead is created and when the lead conv…
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How to export all sales leads and opportunities created by all usersSummary: We have different BU's and want to export all sales leads and opportunities created by all users in cx sales along with business unit name from 01-Jan-2025 can … -
How to add "Add Products" as section in Create Lead Redwood PageHi Everyone, We have a requirement to expose “Add Products” as a section on the Lead Create page in Oracle Fusion Sales, including product details such as Quantity, Unit…
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January Interactive Demo Hours: Unified Marketing and SalesIt's that time again. Starting off the new year strong! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our custome…Kayleigh Halko - Oracle-Oracle 5 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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Transfer Pending Activities from Lead to Opportunity Using Copy MapsHi Everyone, As per the standard procedure, when a Lead is converted to an Opportunity, all associated activities are transferred by default, regardless of their status.…
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Create project in PPM after awarding opportunityHow to integrate the awarded opportunity and create a project in Oracle PPM based on this opportunity ?
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can we change lead territory manually?Hi Team, Is there any way to change lead territory manually from UI, not by changing coverages. Thanks & Regards, Nikhil
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 11 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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On the Redwood Lead convert page, how can we default a DCL fieldSummary: We have custom DCL field on Lead object which will be defaulted using groovy script in Standard UI. The same script is not working on Redwood pages. So, we woul…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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The value of the attribute Inventory Number,Organization isn't valid.Summary: Hi Team, we are facing an issue while updating lead's product. could you please assist Error Details : The value of the attribute Inventory Number,Organization …
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How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?. When I tried to create it using the https://XXXXX/crmRestApi/resources/11.13.18.05/leads…
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why is lead assignment not triggering on the first frequency (hourly)In our CX Sales environment, we're seeing that leads are not being assigned at the frequency increment we set. Our frequency is now set to 'hourly', so we expect (and ha…
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Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
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Missing Interview Definitions for Sales Lead and Opportunity After 25D UpdateAfter applying the 25D update, I can’t find the interview definitions that were previously configured for Sales Lead and Opportunity. Has anyone else faced this issue or…
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While creating a contact from a leadWhile Creating a Contact from a Lead "Use Account Address" checkbox field is disabled but When we are adding the Account this check box is enabled. Does this is the stan…
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Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t…
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How can I use access groups to give user A access to the records visible to User BI currently, have the need to provide 'proxy' access for user A to the records visible/editable of User B. However, I've not been able to setup the rules correctly and a…
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Lead Edit Page coming blank (Redwood UI)Summary: Hi, My Lead Edit Page is coming blank on both from Edit button after clicking 3x dots on list page and also when I click Details on the details page . When I cl…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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How to run the Lead Territory Assignment process automaticallySummary: Currently when a Lead record is created we are running the Lead Territory assignment process manually. The business case scenario is when a record gets created …
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Add Group of Team members on Opportunity directlySummary: We are trying to implement the solution for adding the group team members directly on the lead and opportunity instead of adding single team member in lead or o…