4. Sales Lead

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 the Sales Lead screen to follow-up with the borrower. This is not a mandatory screen. You can always begin the Line of credit origination process directly using the Application Entry screen.

Information on the 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 analyse the effectiveness of following-up with prospective borrowers. Once a lead is attached to an application from the Sales Lead screen, Oracle Financial Services Lending and Leasing changes its status to COMPLETED.

4.1 Lead Entry screen

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 complete the Lead Entry screen

1. On the Oracle Financial Services Lending and Leasing home screen, click Origination underSales Lead.
2. On the Sales Lead screen, click the Lead Entry.

   

3. If you are entering a new applicant, click Add in the Applicant Information section.

-or-

If you want to edit an existing applicant, select it in the Applicant Information section.

If you click Previous, Oracle Financial Services Lending and Leasing displays information for the previous applicant. If you click Next, the system displays information for the next applicant.

4. In the Applicant Information section, enter, view or edit the following information:

   In this field:	Do this:
   Lead #	View the sales lead number (display only).
   Lead Date	View the sales lead date. System defaults the current date (display only).
   Company	Select the company name (required).
   Branch	Select the branch name (required).
   First Name	Enter the applicant’s first name (required).
   Birth Dt	Specify the date of birth. (required).
   Last Name	Enter the applicant’s last name (required).
   Channel	Select the channel of the sales lead (required).
   Source	Select the source of the sales lead (required).

5. In the Address section, enter, view or edit the following information:

• For creating a new record, click Add.

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

• If you enter a new record in the Address section, click Save.

4.1.1 Telecoms sub tab

The Telecoms sub screen records additional phone numbers for the sales lead.

To complete the Telecoms sub tab

1. On the Oracle Financial Services Lending and Leasing home screen, click the Sales Lead master tab.
2. On the Sales Lead screen, click the Lead Entry tab, then click the Telecoms sub tab.

   

3. On the Telecoms sub tab, enter, view or edit the following information:

• To create a new record, click Add.

  In this field:	Do this:
  Telecoms section
  Telecom Type	Select the type of telecommunications device (required)
  Phone	Enter the phone number (required)
  Current	Select the Current check box to indicate the phone number is in service.

• If you enter a new record in the Telecoms sub tab, click Save.

4.1.2 Comments sub tab

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

To complete the Comments sub tab

1. On the Oracle Financial Services Lending and Leasing home screen, click Sales Lead.
2. On the Sales Lead screen, click the Lead Entry tab, then click the Comments sub tab.

   

3. On the Comments sub tab, enter, view or edit the following information:

• If you are creating a new record, click Add.

  In this field:	Do this:
  Comments section
  Comment Type	Select the comment type (required).
  Sub Type	Select the comment sub type (required).
  Comment	Enter the comment (required).
  Comment Dt	View the date the comment was entered and saved (dis­play only).
  Comment By	View the user id of the person who entered and saved the comment (display only).

• If you enter a new record in the Comments sub tab, click Save.

4.1.3 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.

To complete the Documents sub tab

1. On the Oracle Financial Services Lending and Leasing home screen, click the Sales Lead master tab.
2. On the Sales Lead screen, click the Lead Entry tab, then click the Documents sub tab.

   

3. On the Documents sub tab, enter, view or edit the following information:

• If you are creating a new record, click Add.

  In this field:	Do this:
  Documents section
  Document Type	Select the document type (required).
  Sub Type	Select the document sub type (required).
  Documents	Enter the document (required).
  Document Dt	View the date the document was entered and saved (display only).
  Document By	View the user id of the person who entered and saved the document (display only).

• If you enter a new record in the Documents section, click Save.

4.1.4 Requests sub tab

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

To complete the Requests sub screen

1. On the Oracle Financial Services Lending and Leasing home screen, click the Sales Lead master tab.
2. On the Sales Lead screen, click the Lead Entry tab, then click the Requests sub tab.
3. On the Requests sub screen, enter, view or edit the following information:

• If you are creating a new record, click Add.

  In this field:	Do this:
  Requests section
  Product	Enter the requested product as Line of credit (required).
  Requested Amount	Enter the requested amount (required).

• If you entered a new record in the Requests section, click Save.

4.2 Follow-Up screen

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

To use the Follow-Up screen

1. On the Oracle Financial Services Lending and Leasing home screen, click the Sales Lead master tab.
2. On the Sales Lead screen, click the Follow-Up tab.
   

   

3. In the Status section, click:

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

-or-

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

-or-

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

4. In the Assigned section, 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.

5. On the Follow-Up screen, enter, view or edit the following information:

   In this field:	Do this:
   Company	View the company name of the sales lead (display only).
   Branch	View the branch name of the sales lead (display only).
   Followup Dt	Select the follow-up date of the sales lead (required).
   Lead #	View the sales lead number (display only).
   Lead Date	View the creation date of the sales lead (display only).
   Name	View the applicant’s name (display only).
   Last Name	View the applicant’s last name.
   First Name	View the applicant’s first name.
   Assigned by	View the user assigned to the sales lead (display only).
   Status	Select the status of the sales lead (required).
   Status Dt	View the last sales lead status change date (display only).

6. Click Save on the Follow-Up screen.

4.3 Maintenance screen

The Maintenance screen 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 Oracle Financial Services Lending and Leasing home screen, click the Sales Lead master tab.
2. On the Sales Lead screen, click the Maintenance tab.
3. In the Lead Details section, view the following display only information:

   In this field:	Do this:
   Select	If selected, indicates this is the current record.
   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.

4. In the Lead Details section, select the sales lead you want to attach to the application.
5. In the Action section, click Attach to an Application.
6. In the Action section, select the application number to which you want to attach the sales lead in the unlabelled App # field.
7. In the Action section, click Post.
8. In the Application section, view the following display only information:

   In this field:	View this:
   Select	If selected, indicates this is the current record.
   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.

Note

If a wrong sales lead is attached to an application, detach it from the existing application by clicking Change to New Status in the Action section. You can then attach it to the cor­rect application clicking Attach to an Application, completing the App # field and clicking Post.