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Managing Leads

To manage leads, do the following tasks:

NOTE: If you are using Oracle CRM On Demand Financial Services Edition and taking advantage of the Referrals feature, new leads are created when you link new referrals to contacts.

For step-by-step procedures that are common to many record types, see:

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

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