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Oracle Leads Management Implementation and Administration Guide
Release 12.1
Part Number E13448-04
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Oracle Leads Management Implementation and Administration Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Leads Management

Oracle Leads Management Overview

Business Flows

Business Flows in Oracle Leads Management
      Capturing and Cleaning Leads
      Processing Leads
About the Leads Processing Engine
Scenario Of Qualifying Leads
The Qualification Engine
The Rating Engine
The Channel Selection Engine
Creating Rule Sets

Capturing and Cleaning Leads

Leads from Multiple Sources
The Lead Import Process
Importing Leads
Importing leads from the HTML Interface
Evaluating Errors During Lead Import
Correcting Errors During Lead Import
Importing Leads From a Flat File
Imported Leads and Oracle Sales Tables
The Import Sales Lead Concurrent Program
Import Sales Lead Concurrent Program Flow
Import Lead Inactive Parties Flow
Before Running the Concurrent Program
Setting Up DQM Match Rules
Setting Profiles Used by the Import Sales Lead Concurrent Program
Creating Valid Lookup Codes
Setting up Territories
Loading the Import Interface Tables
Running the Import Sales Lead Concurrent Program
Enhancing the Performance of the Import Sales Lead Concurrent Program
Limitation of the Import Sales Lead Concurrent Program
Data Quality
Customer Data Quality
Setting Up DQM Staging Schema
Designing Matching Rules to Detect Duplicate Customer or Person
Leads Data Quality
      Customizing the Deduplication Rule
Custom Codes with the Lead Import Program
Seeded Business Events
Custom User Hook
Purging Staged Lead Records

Linking Interactions to Leads

Interaction Matching Engine Overview
Interaction Types and Interaction Scores
Interaction Score Threshold
Functioning of the Interaction Matching Engine
The Mining Behavior of the Interaction Matching Engine
Linking an Interaction with Existing Leads
Linking if No Lead Exists for the Interaction
Running the Concurrent Program
Setting Up Interaction Types
Interaction Selection Rule Sets
Creating an Interaction Rule Set

Processing Leads

Leads Processing Engine Overview
      Rule Set Details
      Rule
      Attributes
The Qualification Engine
The Rating Engine
Setting Up Ratings
The Channel Selection Engine
Setting Up Channels
Best Practices
Rule Flows
Purging Unqualified Leads
Setting Up Lead Assignments
      Setting Up Automatic Lead Assignment
Setting Up Immature Lead Assignment
Routing Leads Using a User Hook
Setting Up Lead Status
Using Custom Attributes
Setting Up Time Frames
Customizing Time Frames

Monitoring Leads

Monitoring Engine Overview
      Scope of a Monitor
      Smart Time Frames and Expiration Dates
      Timeouts in the Monitoring Engine
Running the Workflow Background Process Concurrent Program
Creating a Monitor Rule
Monitoring Engine Conditions
Viewing the Monitor Log

Operational Reports

Imports Records Manager Reports
Lead Processing History Reports
Rule Performance Reports
Rule Diagnostics Reports
Lead Linking Report

System Profile Options

Setting System Profile Options
System Profile Options in Oracle Leads Management

Seeded Data

Seeded Attributes
      Seeded Lead Attributes
      Seeded Interaction Matching Engine Attributes
Seeded Lookups
      Time Frame
      Lead Rank
      Lead Status

Concurrent Programs

Running Concurrent Programs
Concurrent Programs in Oracle Leads Management

Oracle Leads Management API Reference

Oracle Leads Management Procedures
Parameter Specifications
Standard IN Parameters
Standard OUT Parameters
Type Declarations
Create Sales Lead
Procedure Specification
Parameter Descriptions
Update Sales Lead
Procedure Specification
Parameter Descriptions
Update Sales Lead Lines
Procedure Specification
Parameter Descriptions
Delete Sales Lead Lines
Procedure Specification
Lead Process After Create
Procedure Specification
Parameter Descriptions
Lead Process After Update
Procedure Specification
Parameter Descriptions
Run Lead Engines
Procedure Specification
Parameter Descriptions
Build Lead Sales Team
Procedure Specification
Parameter Descriptions
Rebuild Lead Sales Team
Procedure Specification
Parameter Descriptions
Update Sales Lead Contacts
Procedure Specification
Parameter Descriptions
Delete Sales Lead Contacts
Procedure Specification
Parameter Descriptions

Glossary

Index