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Working with the Leads Homepage

The Leads Homepage is the starting point for managing leads.

NOTE: Your company administrator can customize the layout of your Leads Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.

Creating a Lead

You can create a lead by clicking the New button in the My Recently Viewed Leads section. For more information, see Creating Records and Leads Fields.

Working with Leads Lists

The Lead Lists section shows a number of filtered lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for leads.

Leads List

Filter

All Leads

None

All Converted Leads

Displays leads where the Status field is set to Converted

All Leads Being Qualified

Displays leads where the Status field is set to Qualifying

All Qualified Leads

Displays leads where the Status field is set to Qualified

Recently Created Leads

Displays all leads, sorted by the created date

Recently Modified Leads

Displays all leads, sorted by the modified date

All Rejected Leads

Displays leads where the Status field is set to Rejected

My Leads

Displays leads, sorted by the created date, that meet one of the following conditions:

  • The Sales Person field is set to your user name, and the Status field is set to Qualifying.
  • The Lead Owner field is set to your user name, the Sales Person field is empty, and the Status field is set to Qualifying.

My New Leads

Displays leads, sorted by the created date, that meet one of the following conditions:

  • The Sales Person field is set to your user name, and the Status field is set to Qualified.
  • The Lead Owner field is set to your user name, the Sales Person field is set to a user name other than your user name, and the Status field is set to Qualifying.

My Recently Created Leads

Displays all leads that you own. The list is sorted by the created date, with the most recently created lead at the top of the list.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recently Viewed Leads

The My Recently Viewed Leads section shows the leads that you viewed most recently.

To expand the list, click Show Full List.

Working with Lead Tasks

The My Open Lead Related Tasks section shows the tasks assigned to you, sorted by due date and then by priority. You or your manager set the due date and priority. The task priority, such as 1-High, 2-Medium, or 3-Low, is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority.

NOTE: If your company administrator has changed the default values for the Priority field, arrows might not be displayed in the Priority field in the task lists.

  • To review a task, click the Subject link.
  • To review the lead with which the task is associated, click the lead name.
  • To expand the list of tasks, click Show Full List.

Viewing Qualified Leads

The Qualified Leads section shows a list of qualified leads. The Full Name field is a link that opens the lead record.

  • To open the lead record, click the Full Name field.
  • To expand the list, click Show Full List.

Using Reports to Analyze Lead Followup

One or more report sections might be shown on your Leads Homepage. Your company administrator can specify which report sections are shown on the page. In the standard edition of Oracle CRM On Demand, the Lead Followup Analysis section is shown, which displays the progress made towards qualifying leads in the last 90 days. For information about using the Lead Followup Analysis section, see Analyzing Lead Followup.

Adding Sections to Your Leads Homepage

If your user role includes the Personalize Homepages privilege, you can add additional sections to your Leads Homepage, depending on which sections your company administrator has made available for display on your Leads Homepage.

To add sections to your Leads Homepage

  1. On the Leads Homepage, click Edit Layout.
  2. On the Lead Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

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