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Analyzing Lead Followup

In the standard edition of Oracle CRM On Demand, the Lead Followup Analysis section of the Leads Homepage provides information to help you to analyze the progress made towards qualifying leads in the last 90 days.

In this section of the Leads Homepage, you can do the following:

  • Evaluate the performance of the sales team from different perspectives.
  • View the lead status for each sales team member by selecting Lead Owner or Sales Person.
  • View data by month or week to see the status of leads for those periods.
  • Identify what actions are required to move the leads through the sales process.
  • Click a segment on the chart to view a lead list.
  • Download or print these analyses.

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