Oracle TeleSales is an application designed for telesales agents, and provides a set of tools to manage the sales cycle, from prospects to booked orders. The E-Business Center within Oracle TeleSales offers a cross-application desktop for all Oracle call center applications, and provides elements of Service and Collections for a comprehensive customer view.
This chapter describes the following test flows in Oracle TeleSales:
Operations in Sales Lead Center
None.
Not applicable.
Not applicable.
Not applicable.
Sales lead center is used to manage the details of a specific lead. It is used to create new leads or to add more detail to leads, which have been created using the E-Business center. Creates a lead and adds a product to this lead. It converts the lead to an opportunity and searches and declines a lead.
User is logged in with the Telesales Agent responsibility.
A sales person, having Sales Representative role and associated to a group having Sales and Telesales usage.
Customer or party, with address and account number.
Opportunity is created for the customer or party.
Table 9-1 Profile Options for Operations in Sales Lead Center Flow
| Profile Name | Profile Value | Level |
|---|---|---|
|
OTS: Default User Role |
A Sales or Telesales role that the user is assigned with. For example, Telesales Agent |
|
|
OTS: Default User Sales Group |
A group having Sales and Telesales usage. For example, Industry Accounts |
|
|
OS: Enable Real Time Lead Assignment |
No |
Site |
Table 9-2 Predefined Data for Operations in Sales Lead Center Flow
| Window Name | Field Name | Field Value |
|---|---|---|
|
Lead Center |
Party Type LOV |
Organization |
|
Status LOV |
New |
|
|
Decline Lead |
Decline Reason LOV |
Assign Error (Pick appropriate status) |
Not applicable.