4. Sales Lead

4.1 Introduction

The Sales Lead screen enables you to record information gathered during a sales query or a call from a potential borrower. A sales representative can then use Sales Lead screen to follow-up with the borrower. This is not a mandatory screen. You can always begin Loan origination process directly using the Application Entry screen Information on Sales Lead screen can be attached to the Application Entry screen as optional information. Attaching a lead to an application can help the sales department analyze the effectiveness of following-up with prospective borrowers. Once a lead is attached to an application from the Sales Lead screen, the system changes its status to COMPLETED.

4.2 Lead Entry

The Lead Entry screen enables you to record information regarding prospective borrowers from a sales query or a call to be used in a follow-up call. The initial status for the lead can be set as NEW or FOLLOW-UP.

To Navigate to Lead Entry screen

1. On the Oracle financial Services Lending and Leasing Application home screen, click Origination > Origination > Sales Lead.
2. On the Sales Lead screen, click Lead Entry tab.

   

3. In the Lead Entry screen, perform any of the Basic Operations mentioned in Navigation chapter.

A brief description of the fields is given below:

Applicant Information

Applicant Information Section

Field	Do this
Lead #	View the sales lead number.
Lead Date	View the sales lead date. System defaults the current date.
Company	Select the company name.
Branch	Select the branch name.
First Name	Specify the applicant’s first name.
Last Name	Specify the applicant’s last name.
Birth Dt	Specify the birth date.
Channel	Select the channel of the sales lead.
Source	Select the source of the sales lead.

Address Section

Field	Do this
Type	Select the address type.
Postal Type	Select the postal address type.
Address #	Specify the address.
Street Pre	Select the street prefix (directional).
Street Name	Specify the street name.
Street Type	Select the street type.
Street Post	Select the street postfix (directional).
Apt #	Specify the apartment number.
Address 1	Specify the first address line.
Address 2	Specify the second address line.
City	Specify the city.
State	Select the state.
Zip	Select the zip code. Note: For non US country, you have to enter zip code.
Country	Select the country code.
Email	Specify the e-mail address.
Alternate Email	Specify the alternate e-mail address.
Assigned By	View the user code creating the sale lead.
Status	Select the status for the sale lead.
Status Dt	View the last sales lead status change date.
Follow-up Dt	Specify the sales lead follow-up date.

4. Perform any of the Basic Actions mentioned in Navigation chapter.

4.2.1 Telecoms Sub Tab

The Telecoms sub tab records phone numbers for the sales lead.

1. Click Telecoms sub tab available on Sales Lead screen.
2. You can perform any of the Basic Operations mentioned in Navigation chapter.

A brief description of the fields is given below:

Field	Do this
Telecom Type	Select the type of telecommunications device
Phone	Specify the phone number
Current	Select the Current check box to indicate the phone number is in service.

3. Perform any of the Basic Actions mentioned in Navigation chapter.

4.2.2 Comments sub tab

The Comments sub tab records any comments regarding the sales lead.

1. Click Comments sub tab available on Sales Lead screen.
2. You can perform any of the Basic Operations mentioned in Navigation chapter.

A brief description of the fields is given below:

Field	Do this
Type	Select the comment type.
Sub Type	Select the comment sub type.
Comment	Specify the comment.
Comment Dt	View the date when comment was entered and saved.
Comment By	View the user id of the person who entered and saved the comment.

3. Perform any of the Basic Actions mentioned in Navigation chapter.

4.2.3 Documents sub tab

The Documents sub tab needs to be completed if:

• The customer had requested any documents
• Any document has been sent to the customer during sales lead entry.

1. Click Documents sub tab available on Sales Lead screen.
2. You can perform any of the Basic Operations mentioned in Navigation chapter.

A brief description of the fields is given below:

Field	Do this
Document Type	Select the document type.
Sub Type	Select the document sub type.
Documents	Specify the document.
Document Dt	View the date when document was entered and saved.
Document By	View user id of the person who entered and saved the document.

3. Perform any of the Basic Actions mentioned in Navigation chapter.

4.2.4 Requests sub tab

The Requests sub tab records product the customer is interested in and the requested amount for each product.

1. Click Requests sub tab available on Sales Lead screen.
2. You can perform any of the Basic Operations mentioned in Navigation chapter.

A brief description of the fields is given below:

Field:	Do this:
Product	Specify the requested product as Loan.
Requested Amount	Specify the requested amount.

3. Perform any of the Basic Actions mentioned in Navigation chapter.

4.3 Follow-Up tab

The Follow-Up tab enables you to update customer information based on sales lead follow-ups with customer.

1. On the Sales Lead screen, click Follow-Up tab.

   

2. In the Status field, click:

• New to view all leads on the Follow-Up screen with status of NEW.

-or-

• Follow Up to view all leads on the Follow-Up screen with status of FOLLOW UP.

-or-

• All to view all leads on Follow-Up screen.

3. In the Assigned field, click:

• Assigned By to view all leads on the Follow-Up screen assigned to the current user.

-or-

• All to view all leads on the Follow-Up screen assigned to any user.

4. You can perform any of the Basic Operations mentioned in Navigation chapter.

A brief description of the fields is given below:

Field	Do this
Company	View the company name of sales lead.
Branch	View the branch name of the sales lead.
Followup Dt	Select the follow-up date of the sales lead.
Lead #	View the sales lead number.
Lead Date	View the creation date of the sales lead.
Name	View the applicant’s name.
Assigned by	View the user assigned to the sales lead.
Status	Select the status of the sales lead.
Status Dt	View the last sales lead status change date.

5. Perform any of the Basic Actions mentioned in Navigation chapter.

4.4 Maintenance tab

The Maintenance tab enables you to attach a sales lead to a different or missed application or change status of lead as New.

To attach a sales lead to an application

1. On the Sales Lead screen, click Maintenance tab.

   

You can view the following information:

Field	View this
Lead #	View the sales lead number.
Last Name	View the last name of the sales lead.
First Name	View the first name of the sales lead.
Status	View the status of the sales lead.
Company	View the company of the sales lead.
Branch	View the branch of the sales lead.
Days of Inac­tivity	View the number of days of inactivity regarding the sales lead.

2. Select the sales lead you want to attach to the application and click Attach to an Application button.
3. You can view the following details of application attached to the lead:

   Field	View this
   Priority	The priority of the sales lead.
   Application #	The application number of the sales lead.
   Date	The date of the application.
   Title	The title of the application.
   Product	The product of the application.
   Status	The status of the application.
   Producer	The producer of the application.

If the wrong sales lead was attached to an application, detach it from the existing application by clicking Change to New Status, then attach it to the correct application clicking Attach to an Application, completing the App # field, and clicking Post.