Lead Management
Discussion List
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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 -
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 to identify a Lead or Opportunity which is unread by owner?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to identify a Lead or Opportunity which is unread by owner in … -
Random lead rule assignment not workingCreated two rules for the same city and added two different owner for them and will run assignment always one resource be the owner and the another one not coming
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Is Oracle EBS Trade Management available in Oracle Cloud?Summary: Client is looking for a similar product of Oracle EBS Trade Management in Oracle Cloud which can handle promotions, rebates etc. In EBS, it is part of Oracle CR…
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How to make amount field in English value not arabicin the lead and opportunity UI.
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adf.error.warn(null) is not displaying the warning , not workingSummary: Need to display the warning message in Lead UI , if the lead with same info is exist. So using the adf.error.warn(null) when the criteria is having more that on…
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Lead Status ValuesSummary: Need to add values additionally in Lead Status Field, but it is not allowing to add a record. How can we add the values in MKL_LEAD_STATUS? Content (required): …
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Change the name of standard Oracle Tabs in Sales Lead in mobile UISummary: How to change the name of "Notes" tab to "Notes History" in mobile UI. We can do the same in desktop UI via application composer -> Sales Lead-> Pages. Content … -
lead assignment rule and when click run assignment button its showing the below errorWe created rule based assignment Need to know the cause of this error "The message is The object to be assigned can't be found. Contact your help desk.."
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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I want to create an Activity record associated to a Lead when the Lead is createdSummary: I use a Before Insert trigger to do that, but the Activity record need LeadId in order to associate the activity to the lead. But when the trigger is executed, …
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How to add country as a field in lead object and be able to edit/update the field values ?Question : **This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: In lead module we need to add "country" as a field. The…Matei Niculescu-Support-Oracle 31 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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How to manage the visibility control of the (Lead ,opportunity,account,contact )The team who assigned to the records will see it and cannot see other records of another team need to do this requirement so how can implement this
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How to distribute Leads to managers sequentiallySummary: Hello everyone We would like to distribute leads to managers in sequential form, if we got through integration a lead we would that lead to be assign to manager…
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How to automatically Run Assignment for lead based on rules?Summary: How to automatically Run Assignment for lead based on rules? Content (required): How to automatically Run Assignment for lead based on rules? Version (include t…
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How to change email address, on object workflow Notification?What "From Address" means?Summary: What "From Address"(Go to Navigator > Common Setup: Object Workflow> Object> Sales Lead> select a lead > edit -> select email notification) means? How to change…Liliana Filip-Support-Oracle 172 views 1 comment 2 points Most recent by Liliana Filip-Support-Oracle Sales
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Is there any standard integration between Oracle Sales Cloud and Oracle Project Portfolio managementSummary Can an opportunity with "WON" status Oracle Sales Cloud trigger the creation of a project in Oracle Project Portfolio management?Content Can an opportunity with … -
Why Expected Close Date field it is not working if we use the Operators "Since" or "Until"?Summary: The Expected Close Date field it is not working if we use the Operators "Since" or "Until". Content (required): While creating(editing) a Routine Rule for Oppor…Liliana Filip-Support-Oracle 21 views 1 comment 0 points Most recent by Liliana Filip-Support-Oracle Sales
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Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended … -
What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
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How To Add New Custom Field in Lead Assignment ConditionSummary: I have created a new field in the Lead Object that I want to use in a condition of a Lead Assignment rule. I've added that field in the task Manage Sales Lead A… -
Default LeadsHi, When I open the leads landing page it opens with the list as My Open Leads but how could I default to Default Leads -
How to run the Lead Territory Assignment process automaticallySummary: Currently when a Lead record is created we are running the Lead Territory assignment process manually. The business case scenario is when a record gets created …
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Win/Loss Reason fieldHi, Win/Loss reason field is available in layout but not getting displayed in the opportunity page Opportunity page
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Qualified lead should not change back to unqualified statusHi All, I have requirement like Once the Lead is changed to Qualified Status again user should not change/revert back to unqualified status. Or the Unqualified status bu…
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Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac…