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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Record Types for Oracle CRM On Demand Financial Services Edition >

Lead Record Type

Table 16 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 16. Lead Record Type Fields
Field Name
Action

Investable Assets

Create a new currency type field.

Needs

Create a new, multiselect picklist field, with the following values:

  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Life Insurance
  • Investment Management
  • Risk Management
  • Estate Planning

Billing

Rename to Address.

Sales Person

Rename to Financial Advisor.

Source

Add the following value to the picklist:

  • Referral
  • Client

    
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 35 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.