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Creating Lead Conversion Layouts

You can specify what options are available to users when they convert leads, by creating customized layouts for the Convert Lead page, and then assigning the layouts to user roles.

NOTE: To convert leads to accounts, contacts, opportunities, or deal registrations, users must also have the appropriate settings in their access profiles and role. For more information about the settings that are required for converting leads, see Access Profile and Role Settings for Converting Leads.

The following table shows the options that you can make available on the Convert Lead page.

Record Type

Options

Account

Do Not Convert to Account

Use Existing Account

Auto-create New Account

Contact

Use Existing Contact

Auto-create New Contact

Opportunity

Do Not Convert to Opportunity

Auto-Create New Opportunity

Deal Registration

Do Not Create Deal Registration

Auto-Create Deal Registration

NOTE: The Deal Registration options are applicable only if your company is set up to use Oracle CRM On Demand Partner Relationship Management Edition.

A standard layout is provided. The standard layout includes all of the options for accounts, contacts and opportunities, but not the options for deal registrations. You can copy the standard layout and then edit the copy, but you cannot edit or delete the standard layout.

Depending on the options you make available for a record type, the record type sections on the Convert Lead page are affected as follows:

  • If you do not make any of the options available for a record type, the Convert Lead page does not include a section for that record type.
  • If you make only the Do Not Convert to Account option available for the Account record type, the Accounts section page does not appear on the page.
  • If you make only the Do Not Convert to Opportunity option available for the Opportunity record type, the Opportunity section does not appear on the page.
  • (Applicable in Oracle CRM On Demand Partner Relationship Management Edition only) If you make only the Do Not Create Deal Registration option available for the Deal Registration record type, the Deal Registration section does not appear on the page.

Before you begin. To perform the procedure described in this section, your role must include the Data Rules and Assignment privilege.

To create a lead conversion layout

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Business Process Management section, click Data Rules & Assignment.
  3. In the Lead Conversion Administration section, click Lead Conversion Layout.
  4. In the Lead Conversion Layout List page, click New Layout.
  5. In Step 1, Layout Name:
    1. Enter the name for the layout.
    2. (Optional) Enter a description for the layout.
    3. If you want this layout to be the default for all users, select the Default Lead Conversion Layout check box.

      NOTE: By default, the Standard Lead Conversion Layout provided in Oracle CRM On Demand acts as the default lead conversion layout for the company unless another layout is marked as the default. If you create another layout, and select the Default Layout check box for the new layout, the Standard Lead Conversion Layout will no longer be the default. So, the Standard Lead Conversion Layout is the default layout for the company only when the Default Layout check box is deselected for any other layout. However, the Default Layout check box for the Standard Lead Conversion Layout always remains deselected, even when it is acting as the default.

  6. In Step 2, Select Actions, highlight the record type for which you want to select the actions (Account, Contact, Opportunity, or Deal Registration) in the Lead Conversion Record Type section, and then click the arrows to move the actions you want to display on the page from the Lead Conversion Available Actions section to the Lead Conversion Selected Actions section. Repeat this step for each of the record types.
  7. In Step 3, Confirm, review your selections, and if necessary, return to Step 2, Select Actions to change your selections.
  8. Click Finish to save your changes.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.