Oracle Leads Management Implementation and Administration Guide

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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

Oracle Leads Management Implementation and Administration Guide

Contents