Oracle CRM On Demand Documentation Library: About Lead Management

A brand owner can assign a lead or group of leads to a partner organization or to a specific partner user, such as a partner sales representative. The partner can then accept or reject the ownership of the lead. After the lead is accepted, the partner can follow the same lead management processes that are defined for an internal field sales representative. For more information, see Oracle CRM On Demand Online Help.

Table 28 describes the fields that support lead management in Oracle CRM On Demand for Partner Relationship Management.

Table 28. Lead Management Fields for Oracle CRM On Demand for Partner Relationship Management
Field	Description
Ownership Status	Defines the current ownership status of the lead. The values include: Transfer to Partner. The channel manager has transferred the lead to a partner. Accepted. A partner selects Accepted to accept the lead. Declined. A partner selects Declined to decline the lead.
Channel Manager	Read-only. This field contains the channel manager's name. The value is derived from the Channel Manager field on the partner record.
Owner Partner Account	Read-only. By default, this field displays the name of the partner company that the current owner of the lead works for. If the current owner is a brand-owner user, then this field is blank by default.
Principal Partner Account	The partner company that is currently responsible for the lead. Typically, this field is the same as the Owner Partner Account, but might sometimes be different, for example, when the owner has out-sourced the follow-up work.
Originating Partner Account	The name of the partner company that uncovered the lead.

Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 34		Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.