Lead Management
Discussion List
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Feature Friday: Smart ListsContent Wouldn't it be so much easier if sales reps could just automatically see a list of their most relevant accounts, opportunities and activities, rather than waste …Michelle Brusyo-Oracle 41 views 1 comment 2 points Most recent by Kayleigh Halko - Oracle-Oracle Sales -
What are the performance issues faced when activating Audit Policies?Content Hi, We are planning to activate audit policies for Sales Lead object since we're facing an issue where they are being retired abruptly for no known reason. I jus… -
Opportunity Assessments - AnalisysSummary Opportunity Assessment template - AnalisysContent Hi all, I need to create an analysis in OTBI where it shows by Opportunity the values entered in the assessment… -
Best Practice for scheduling lead assignment process (frequency)Content Hi, Is there a best practice (for frequency) in scheduling Lead Assignment process to avoid affecting performance? What is the least/minimum frequency acceptable… -
Highlight Lead Expiration DateSummary Highlight Lead Expiration Date on landing pageContent Hi all, On the Lead landing page, is there a way to highlight Leads that are about to expire and by lead st…
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How To See The Configuration Behind Attachments In Sales Lead ObjectContent Hi, I want to see the configuration of the Attachment field in Sales Lead. I'm currently creating a mapping from another system to OSC and I want to know the fie…
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Role based custom dept and Business unit -Restrict Opty Based on Custom FieldSummary Custom role based custom field on custom object to be shown only on specific business unitContent Hello we need to retirve all Geo-Technical cases based on Alkha… -
Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i…
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Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer.
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How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…
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How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20D
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Custom Object named "Projects" not visible as subtab on sales Lead standard object details page.Content Dear all, I created a custom object named "projects" and made a relationship between sales lead and it (1:M), and then add that custom object as a subtab on a sa… -
Change the status of an retired leadContent My business requires the option to change the status of a retired lead. We have many retired leads and we require them to be managed again, for this reason we wa…
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Enabling Interaction History tab on Opportunity and Sales LeadContent Does anyone know if it is possible to enable the Interaction History tab on Opportunities and Sales Leads? I am able to enable it via app composer on Contacts bu…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new… -
How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…
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Manage Sales ChannelsSummary Manage Multiple SkillsContent Hi all, Our salespeople have different sales channels or "skills" to work with Leads and Opportunities: * Inbound calls * Outbound …
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RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon…
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Invoke BI analysis through SOAP wsSummary Not able to invoke BI report through soap web serviceContent HI All, Im trying to invoke a BI report through soap api with below payload but im getting ""en-US">…
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Ability to include New Contact field on a lead layout in outlook 365 integrationSummary Currently the New Contact field on leads (PrimaryContactSimplifiedName) is not included in REST call and can not be added to the Outlook 365 layouts.Content Curr…
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Lead importing by import managementContent Dears, When I create lead and contact by lead import management and open details page of lead that created by import management and click on contact sub-tab but …
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Sales – Innovation Hour: Integrated lead management with Oracle CX Sales and Oracle Eloqua, 17 NovemContent Submit your questions for the Sales – Integrated lead management with Oracle CX Sales and Oracle Eloqua session to have them answered during the live event. Post…Kayleigh Halko - Oracle-Oracle 32 views 1 comment 0 points Most recent by user-christine.robinson_8155151 Sales
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What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …
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Sales Campaigns - Add Contacts saved searchSummary Where do we create saved searches for contacts for Sales campaignsContent Where do we create this saved searches for contacts for Sales campaigns
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Rule-Based AssignmentContent Dears, I want create a rule-based assignment for leads and want to assign it to a team not individually.. In other words when I configure the rule I don`t want t… -
Web to lead formSummary Do we have a web to lead form that creates a lead in CRMContent We are looking for easy to embed a from on our website that creates a lead in CRM.
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Sales campaign email reaching to spam folderSummary Email from sales campaign not delivering real time and delivered to spam folderContent Hi All, When i'm submitted the sales campaign from application, the eamil …
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Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in …
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How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
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Save The Date: 20D-21A CX Sales Release WebinarsSummary 20D-21A Release Webinars for SFA & PRM, CDM and Platform and SPPMContent Save the Date for CX Sales 20D-21A Release Webinars Coming Soon to the Portal Oct 21, 20…