Lead Management
Discussion List
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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… -
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 … -
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… -
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 6 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 …edpalomo 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support - Oracle-Oracle Sales -
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… -
Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
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Sending emails from LeadsSummary Sending automatic emails/SMS from LeadsContent Hi all, Is it possible to send automatic email or SMS notifications to contacts/accounts when a Lead meets certain…
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Complimentary Data Health CheckSummary Understand the accuracy and quality of your address, email, and phone dataContent Oracle, in partnership with Loqate, will now be offering a no-cost address data…
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Write a Review for Oracle CX SalesSummary Oracle CX Sales is in the running for a Customers’ Choice distinction for Gartner Peer Insights. As a CX Sales advocate please consider writing a review so that …
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How to go to opportunity screen after lead conversionSummary How can I open the newly created opportunity screen after successful lead conversion.Content Is there any way to go to Opportunity screen after lead conversion i…
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Warning Message shows twice before the record saves.Summary We want to show warning message once before the Lead record saves.Content Upon creation of the leads record, we have a validation rule that will check if the MMS…
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Showing Number of Leads Created by login userSummary I want to show the number of Leads created by login user in Things to Finish section.Content Is it possible to show the number of Leads created by login users in…
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Sales – CX Sales Innovation Roadmap, 28 August 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new comme…
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Trigger for Cancel buttonSummary We're looking for a trigger that we can use to mirror the Cancel button in Oracle Sales Cloud.Content We want to mirror the Cancel button functionality. Upon sea…
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Reverting back to lead from an converted opportunitySummary Is it possible to revert back from converted opportunity to leadContent Hi, Is it possible to revert back to lead for a converted opportunity. We have some oppor…
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How to import the custom Child object for multiselect choicelistSummary to update the multi-select choice list fieldsContent Hi, I want to import a custom object record to update the multi-select Choice list but import is failing.I t…
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Eloqua vs Responsys integrated with CX Sales CloudSummary Differences between Eloqua and Responsys integrated with CX Sales CloudContent Hi all, Do you know the differences between Eloqua and Reponsys integrated with CX…
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Manage Sales Lead Channel TypeSummary Show and Hide the Channel Type List based on certain criteriasContent Hi We are using Standard field (ChannelType) when creating a sales Lead, the field is a cho…
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Search Criteria in Searching Leads in Activity objectSummary I want to add more fields as search criteria in searching Leads in Activity object.Content I want to add fields as search criteria when searching and selecting a…