This appendix covers the following topics:
An attribute is a column in the database, and is represented as a field in the User Interface. Every object has its own set of seeded attributes.
The following table lists the seeded attributes for a lead. The Remarks column indicates other functions that use the same attributes.
| Attribute Name | Return Type | Description | Remarks |
|---|---|---|---|
| Customer | STRING | Compare as_sales_leads.customer_id | - |
| Customer Address | NULL_CHECK | Check whether as_sales_leads.address_id is NULL. | Also used in the Deduplication Rule. |
| Customer Annual Revenue | CURRENCY | Compare customer revenue and currency amount. | - |
| Primary Contact | NUMBER | Compare as_sales_leads.primary_contact_party_id. | Also used in the Deduplication Rule. |
| Primary Contact Specified | NULL_CHECK | Check whether as_sales_leads.primary_contact_party_id is NULL. | - |
| Primary Contact Role | STRING | Compare as_sales_lead_contacts.contact_role_code. | - |
| Purchase Timeframe | STRING | Compare as_sales_leads.decision_timeframe_code. | Also used in the Deduplication Rule. |
| Budget Status | STRING | Compare as_sales_leads.budget_status_code. | Also used in the Deduplication Rule. |
| Lead Score | STRING | Compare as_sales_leads.marketing_score. | - |
| Lead Status | STRING | Compare as_sales_leads.status_code. | Also used in the Guards. |
| Total Budget | CURRENCY | Compare as_sales_leads.budget_amount, currency amount comparison. | Also used in the Deduplication Rule. |
| Product Category | STRING | Compare as_sales_lead_lines.category_id. | Also used in the Deduplication Rule, and the Guards. |
| Purchase Quantity - Product | NUMBER | Compare as_sales_lead_lines.category_id and as_sales_lead_lines.quantity. | - |
| Purchase Amount - Product | CURRENCY | Compare as_sales_lead_lines.category_id and as_sales_lead_lines.budget_amount, currency amount comparison | - |
| Response Channel | STRING | Compare as_sales_leads.vehicle_response_code. | Also used in the Deduplication Rule. |
| Project | STRING | Compare as_sales_leads.parent_project. | Also used in the Deduplication Rule. |
| Country | STRING | Compare lead customer location country | Also used in the Deduplication Rule, the Guards, and the Monitoring Engine. |
| Campaign | STRING | Compare as_sales_leads.source_promotion_id. | Also used in the Deduplication Rule, and the Guards. |
| Qualify Flag | STRING | Compare as_sales_leads.qualified_flag. | - |
| Lead Rating | STRING | Compare as_sales_leads.lead_rank_id. | Also used in the Monitoring Engine. |
| Sales Channel | STRING | Compare as_sales_leads.channel_code. | - |
| Creation Date | DATE | Compare as_sales_leads.creation_date. | Also used in the Guards. |
| Total Purchase Amount - Product | CURRENCY | Compare sum of as_sales_lead_lines.budget_amount, currency amount comparison. | Also used in the Deduplication Rule. |
| Customer/Account_Type | STRING | Compare lead customer account type. | - |
| Phone Number Specified | NULL_CHECK | Check whether as_sales_lead_contacts.phone_id is NULL. | - |
| State | STRING | Compare lead customer location state. | Also used in the Guards. |
| Area Code | STRING | Compare lead customer or primary contact area code. | Also used in the Guards. |
| County | STRING | Compare lead customer location county. | Also used in the Guards. |
| Province | STRING | Compare lead customer location province. | Also used in the Guards. |
| City | STRING | Compare lead customer location city. | Also used in the Guards. |
| Postal Code | STRING | Compare lead customer location postal code. | Also used in the Guards. |
| Email Address Specified | NULL_CHECK | Check whether customer or primary contact e-mail address is NULL. | - |
| Email Address or Phone Specified | NULL_CHECK | Check whether customer or primary contact e-mail address or phone is NULL. | Also used in the Deduplication Rule. |
| Customer Category | STRING | Compare lead customer category. | Also used in the Guards. |
| Customer_Name | STRING | Compare lead customer name. | Also used in the Deduplication Rule. |
| Primary Contact Name | STRING | Compare primary contact name. | - |
| Primary Contact Job Title | STRING | Compare primary contact job title. | - |
| Email Domain | STRING | Compare customer or primary contact e-mail domain. | - |
| Email Address | STRING | Compare customer or primary contact e-mail address. | - |
| All | STRING | Matches everything. | Only used in the Guards. |
| Lead Note/Type | STRING | Compare lead note. | Also used in the Deduplication Rule. |
| Created Within | NUMBER | Compare the days when the lead was created. | Only used in the Deduplication Rule. |
| Interaction Score | NUMBER | Compare as_sales_leads.interaction_score. | - |
| Custom Setup | STRING | Compare custom setup of as_sales_leads.source_promotion_id. | Only used in the Guards. |
The following table lists the seeded attributes for the Interaction Matching Engine.
| Attribute Name | Return Type | Description |
|---|---|---|
| All | STRING | Matches everything. |
| Interaction Type | STRING | The combination of action and action item. |
| Campaign | STRING | Compare jtf_ih_interactions.source_code. |
| Country | STRING | Compare interaction customer location country. |
Lookups appear as drop-down values in the User Interface. This section discusses the seeded lookup values in Oracle Leads Management.
Target Table/View: AML_SALES_LEAD_TIMEFRAMES
The following table gives the seeded lookup values for Timeframe.
| Days | Timeframe Code |
|---|---|
| 7 | WITHIN 1 WEEK |
| 30 | WITHIN 1 MONTH |
| 90 | 1 - 3 MONTHS |
| 180 | 3 - 6 MONTHS |
| 365 | 6 - 12 MONTHS |
| 3650 | MORE THAN 1 YEAR |
Target Table/View: AS_SALES_LEAD_RANKS_VL.
The following table gives the seeded lookup values for Lead Rank.
| Description | Min Score | Max Score |
|---|---|---|
| Cold Lead | 1 | 25 |
| Low Lead | 26 | 50 |
| Medium Lead | 51 | 75 |
| Hot Lead | 76 | 99 |
Target Table/View: AS_STATUSES_VL.
The following table gives the seeded lookup values for Lead status.
| Status Code | Open Status | Forecast Rollup | Win Loss | Usage Indicator | Meaning | Description |
|---|---|---|---|---|---|---|
| NEW | Y | N | N | ALL | New | New |
| LOSS | N | N | L | ALL | Loss | Loss |
| DEAD_LEAD | N | N | N | ALL | Dead Lead | Dead Lead |
| CONVERTED_TO_OPPORTUNITY | N | N | N | - | Converted to Opportunity | Lead Converted to Opportunity |
| IN_PROGRESS | Y | Y | Y | ALL | In Progress | Progress |