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Oracle Sales 23A
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Lead Assignment in Oracle Sales Cloud
I have a scenario :
I wanted to make sure, before a Sales rep accepts/owns a lead, Is there a way to ensure that : before he does that, he only sees a limited ( controlled ) fields - such as Lead ID? Can this be done "out of the box" or would Groovy be a solution for this?
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Overview of Lead Assignment Cloud Cloud Applications Sales 23A Implementation Reference Table of Contents Search Download Contents Title and Copyright Information Get Help 1 About This Guide Audience and Scope Related Guides 2 Before You Begin Implementation Starting Point Computer Requirements Data Migration Between Environments Help Navigation
Overview of Lead Assignment. Lead assignment is an automated process that assigns leads to sales resources, sales territories and partners. Sales leads require assignment, either in real-time or in batch. Batch assignment runs batch processing that matches the lead objects, either as a one-off or on a scheduled basis.
Get Started. Oracle Sales delivers fully integrated sales capabilities on a single platform. This site provides documentation and tutorials for your sales force automation, sales planning and performance management, and partner relationship management products. Refer to the Cloud Application Services documentation home page for more product ...
Summary How to Control Lead Assignment in Oracle Sales CloudContent Hi, I have a scenario : We'd love to hear from you! Provide feedback to earn a badge today. Take our quick survey You're almost there! Complete registration Interested in joining? Register Lead Assignment in Oracle Sales Cloud Received Response 34 Views 3 Comments
Lead Assignment (Doc ID 2554907.1) Last updated on DECEMBER 22, 2020 Applies to: Oracle Fusion Sales Cloud Service - Version 11.13.19.01.0 and later Information in this document applies to any platform. Goal On : 11.13.19.01.0 version, Leads, Sales Campaigns Lead Assignment
Oracle Fusion Lead Management Cloud Service - Version 11.1.8.0.0 and later Information in this document applies to any platform. Goal The customer has a requirement that certain users be automatically assigned to the Sales Team on both Leads and Opportunities. For Opportunities, requirement was met via custom assignment rule.