Lead Management
Discussion List
-
Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o…Anjanah Ganapathy G S S 19 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
Fetch Partner contacts in groovySummary: I am trying to get all the Partner Contacts for a particular Partner using groovy. Content (required): We need to script/Object Name where we can fetch the abov…
-
How to auto-calculate # of Activities per lead?Hi Team, I have already tried groovy and it is calculating the number of activities on an update on lead. But the ask is, for a existing lead, when the user adds an acti…Aditya Varma Gadiraju-Oracle 23 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Sales
-
Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
-
Interview Feature is not working for Sales and OpportunitiesSummary: We realized that in 24D release Interview feature is working on Leads and Opportunities. Even I have created an Interview Definition and it is published for bot…
-
Is there a way to add Account Address set to Sales Lead?Summary: The Sales Lead Object allows us to show/hide the Contact Address set, but we have a client who wants to replace that Contact Address set with the Account Addres…
-
How to display a lead's territory team membersSummary: How to display a lead's territory team members Content (please ensure you mask any confidential information): I want the people of the territory to appear in th…
-
Duplicate Identification and Merge features on Leads and OpportunitiesSummary: Duplicate Identification and Merge features on Leads and Opportunities Content (please ensure you mask any confidential information): Does the Oracle Sales Clou…
-
How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
-
Unable to add Team Members in Opportunity from redwood UII am trying to add Team members in Opportunity from redwood screen, but unable to add as users are not visible in the LOV Upon inspect found issue with below API For the…
-
How can assign the lead to the owner auto depends on the rule based assignmentHow can assign the lead to the owner auto depends on the rule based assignment and need to do that for some leads depends on not all the rule will have to achieve this n…
-
How to access the standard stage field in Lead Module of CX SalesIn the Lead Module of CX Sales we have Stage as field with API name SalesTargetLeadStage, when we are trying to select any Value from the field and click on Save, It is …
-
Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
-
Is there a way to unconvert a lead?Summary: We have an unusual request from a user who wants to know if it is possible to "un-convert" a lead once it is converted to an opportunity. To the best of my know…
-
Orchestration Error: The value of the attribute Field Update JSON isn't valid.HI team, We've tried to create an Orchestration for the Sales leads. While we're trying to Validate, we're receiving the following error. We've not used Field Update as …
-
How to assign the lead object's field the value of the opportunity's close date using server scriptsHow to assign the lead object's date field with the value of the opportunity's close date using server scripts when an opportunity is closed as WON
-
Changes made in VBCS are not reflecting in the Front endHello, We have made changes to the Sales Lead Creation Page and assigned roles. Please find screenshots below. But the changes are not reflecting for the user when he tr…
-
How can we Assign Lead Automatically on basis of "Source" After Assignment Rules are Configured ?New Leads are generated from Eloqua automatically in Sales Lead. In all that Lead "Source" is configured as "Eloqua" and we have also configured that if Source is "Eloqu…
-
OTBI analysis for count of lead createdSummary: Hi, I want to create an analysis to show all the names of users in a branch and count of leads created by them. Could you please help me to create this analysis…Anjanah Ganapathy G S S 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
At least one Product need to select in the oracle Sales Lead during conversion in oracle sales cloudHi, We have added product in oracle sales lead. but at least one Product need to select in the Sales Lead during conversion. if not product selected then it should not g…
-
Oppurtunity not created when Sales lead is converted through OrchestrationOpportunity not created when Sales lead is converted through Orchestration. We are moving Lead to converted using the next stage step on the Orchestration when previous …
-
Have a field for a Customer Signature in CX Sales Mobile AppContent Hi, did anyone have a similar requirement, where the customer wants a field in CX Sales Mobile App to be used on tuoch-based devices for the signature via touch …
-
How to default the adaptive picker of products as all products?Summary:I’m working with the lead creation layout in Oracle Sales Cloud, and I've noticed that the default adaptive picker for products is set to "Filter by Territory." …
-
Lead qualification for Next Gen SalesSummary: How and where do we set Lead qualification questionnaire for Next Gen Sales (Digital Sales) Content (please ensure you mask any confidential information): We ha…
-
Why doesn't Products appear in Opportunity?Why don't Products appear in Opportunity? Products are in product group and added in price book but don't appear in opportunity.
-
how to add approval workflow to lead orchestrationTrying to add approval workflow to lead orchestration in redwood sales. or can I include workflow in groovy so that I can invoke the object workflow using groovy script
-
Is it possible to activate the microphone within a mapshup for a sales window?Hello community My team is trying to implement a mapshup content to create a chat type window, we have a problem when sending audios When we create the functionality to …
-
How to populate the attributes like BU and Legal Entity while creating Lead/Opportunity recordsSummary: How to populate the user attributes such as BU Id and Legal Entity while creating Lead or Opportunity record Content (please ensure you mask any confidential in…
-
Default after login pageSummary: After login into the application, I should see Leads home page. Content (please ensure you mask any confidential information): How to default a specific page af…
-
case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…