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Lead Assignment in Oracle Sales Cloud

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edited Dec 8, 2016 5:08AM in Sales 3 comments

Summary

How to Control Lead Assignment in Oracle Sales Cloud

Content

Hi,

I have a scenario : 

I wanted to make sure, before a Sales rep accepts/owns a lead, Is there a way to ensure that : before he does that, he only sees a limited ( controlled ) fields - such as Lead ID? Can this be done "out of the box" or would Groovy be a solution for this?

Thanks !

 

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