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 lease 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.
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
In this field: |
Do this: |
Lead # |
View the sales lead number (display only). |
Lead Date |
View the sales lead date. The default value is 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). |
Last Name |
Enter the applicant’s last name (required). |
Birth Dt |
Select the birth date from the calendar. |
Channel |
Select the channel of the sales lead (required). |
Source |
Select the source of the sales lead (required). |
In this field: |
Do this: |
Type |
Select the address type (required). |
Country |
Select the country code (required). |
Address # |
Enter the address number |
City |
Enter the city (required). |
State |
Select the state (required). |
Postal Type |
Select the postal address type (required). |
Street Pre |
Select the street prefix (directional) (optional). |
Street Name |
Enter the street name (optional). |
Street Type |
Select the street type (optional). |
Street Post |
Select the street postfix (directional) (optional). |
Apt # |
Enter the apartment number (optional). |
Address Line 1 |
Enter the first address line (optional). |
Address Line 2 |
Enter the second address line (optional). |
Zip |
Select the zip code (required). Note: For non US country, you have to enter zip code. |
Enter the e-mail address (optional). |
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Alternate Email |
Enter the mobile e-mail address (optional). |
Assigned By |
View the user code creating the sale lead (display only). |
Status |
Select the status for the sale lead (required). |
Status Dt |
View the last sales lead status change date (display only). |
Follow-up Dt |
Enter the sales lead follow-up date (required). |
The Telecoms sub tab records additional phone numbers for the sales lead.
To complete the Telecoms sub tab
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. |
The Comments sub tab records any comments regarding the sales lead.
To complete the Comments sub screen
.
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). |
The Documents sub tab needs to be completed if:
To complete the Documents sub screen
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). |
The Requests sub tab records the product the customer is interested in and the requested amount for each product.
To complete the Requests sub tab
In this field: |
Do this: |
Requests section |
|
Product |
Enter the requested product as loan (required). |
Requested Amount |
Enter the requested amount (required). |
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
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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 Dt |
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 (display only). |
First Name |
View the applicant’s first name (display only). |
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). |
The Maintenance screen enables you to attach a sales lead to a different or missed application or change status of lead to New.
To attach a sales lead to an application
In this field: |
Do 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. |
In this 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 in the Action section, then attach it to the correct application clicking Attach to an Application, completing the App # field, and clicking Post.