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Marketing > Leads > Managing Leads

Managing Leads

To manage leads, do the following tasks:

• Reassigning Leads
• Qualifying Leads
• Using Lead Qualification Scripts
• Archiving Leads
• Converting Leads to Accounts, Contacts, Deal Registrations, or Opportunities
• Rejecting Leads
• Analyzing Lead Followup
• Sending Marketing Emails Using Oracle Eloqua Engage

NOTE: If you are using Oracle CRM On Demand Financial Services Edition and taking advantage of the Referrals feature, new leads are created when you link new referrals to contacts.

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.