Lead Management
Discussion List
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How to enable Contact Address section from the Lead Creation PageSummary: Contact Address section from the Lead Creation Page Content (required): Hello, In the Leads object, for the Lead Details page, we have the OOTB contact address …Shiva Kumar Bandaru 22 views 3 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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Web Activity Rules Configuration and MonitoringSummary: I have created a Web Activity Rule and it has run once the first time I created it but I don't seem to be seeing any results after that. 3 things: Where do I fi…
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Is there a process to convert Leads to Accounts?Summary: Currently our Leads are qualified and converted to Opportunities. But we want to check the possibility of converting Leads in to an Account since our new Sales …
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Sub category in Lead Retire ReasonsSummary: Can we add the sub category in Lead Retire reasons Content (required): based on Retire reason , we need another field which contains list of values based on lea…
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Refresh action on lead landing PageSummary: Can we create a Action on Lead landing Page to Refresh leads Content (required): Note*- we are using Cx Sales UI, can not implement workspace. Version (include …
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Customize Lead landing Page for WorkspaceSummary: We have a requirement in Oracle CX sales to Enable workspace for Lead Object. After doing the same we encounter an issue we can see the edit icon is visible on …
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WorkspaceSummary Workspace vs Landing PageContent Hi all, For 1 year Workspace has been stepping up. We are still not using it for the end user due to some limitations it had a y…
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Territory based Lead Assignment is not workingSummary: We have enabled Territory based assignment from profile options as per oracle documentation below: After running the assignment manually from UI on leads, assig…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu…
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Facing java.lang.NullPointerException while converting Lead to OpportunitySummary: We are able to create Lead and Opportunity after migration , but when we are trying to convert the lead to opportunity we are facing the below issue java.lang.N…
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How to remove fields from the contact address sectionSummary: Greetings! How can I remove the fields 'Postal Code' and 'Address Line 3' fields from the Contact Address section in the lead creation page. Thank you. Content …
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Data Security Policy Mapping for Leads in the UI and OTBISummary Using different security in OTBI to HCM Cloud Content Would it be possible for you to give me an example of this solution: https://community.oracle.com/customerc…
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How to archive older records in sales cloud?Summary: How to archive older records/records which are not using for a long time in sales cloud? Content (required): When does anything (Leads, opportunities, service r…
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"Exception during RestAction" Error When Using Next GenSummary: 1. Navigate to Digital Sales -> Accounts 2. Choose one account 3. The error is occurring during opening the record from the list page and when moving to the nex…Jacqueline Li-Support-Oracle 1.1K views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page
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How to convert a Lead into an Opportunity using REST APISummary: How to convert a Lead into an Opportunity using REST API Content (required): Hi , How to convert a Lead into an Opportunity using REST API in Oracle Sales Cloud…
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email …
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How to configure email notification for Lead assignmentSummary: When a lead is assigned to a sale rep an email notification to be sent to the sales rep regarding the lead assignment. Content (required): We have reviewed the …
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Create a number sequence in a custom field on the leadHow to generate a number sequence every time the user creates a new lead? In Opportunities, create a trigger to have the following sequence: last two digits of the curre…
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How can give admin access to only specific leads and cannot see and edit other leads using access gHow can give admin access to only specific leads and cannot see and edit other leads using access group
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Custom object DCL is not showing any data in cx sales mobile appSummary: We had created custom object DCL in Lead object, user is able to search for the data in WEB but in mobile unable to search anything when they click on DCL to se…
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How to Maintain Lead Owner to Opp Owner on Conversion** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: When a Lead is converted the owner of the Lead and the owner of t…Kyler Thomas-Support-Oracle 62 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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When clicking accept owner it give me another ownerwhen click accept it gives me this Abdu owner but the owner should be saber depends on the rule when run assignment the owner should be saber it comes saber but when cli…
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When clicking accept owner it give me another owner please need to know how to solve thisPlease I have to know how to solve this when click accept it gives me this Abdu owner but the owner should be saber depends on the rule when run assignment the owner sho…
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How to enable top sales manager to see leads assign to other sales managers1-How to enable top sales manager to see and edit leads assign to other sales managers while he is not their reporting manager 2-And need any sales manager of them to se…
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Run lead rule based assignment not workingthis is the rule those two processes this is the lead when create and add source and lead purpose and contact with Riyadh city and click save the owner not coming saber …
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How to run lead rule based assignment automatically once lead creation should runHow to run lead rule based assignment automatically once lead creation should run without click run assignment from action I created this process
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please need to know how to run lead rule based assignment automaticplease need to know how to run lead rule based assignment automatic once create lead the rule should run without click run assignment from actions
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How can assign the lead to the owner auto depends on the rule based assignmentI created rule based assignment and i need when the condition achieved then the lead assign to this resource and make this resource as the owner when run the assignment.
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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…