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Create Lead / Opportunity from SR

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edited Feb 9, 2021 9:48AM in B2B Service 2 comments

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Hi,

We need a option to convert an SR into Lead / Opportunity. Is there any standard feature available now to achieve this?

Use Case: Service Representative may identify the potential lead based on their conversation with the customer. It would be good, if we have the option to create Lead or Convert to Lead / Opportunity from SR screen.

I raised an Idea year back. So far no update from Oracle team.

https://cloudcustomerconnect.oracle.com/posts/ce50ea6d78

Thanks,

Mohan

Version

21A

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