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
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.
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.
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.
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
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