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Working with the Leads HomepageThe Leads Homepage is the starting point for managing leads. NOTE: Your company administrator can customize the layout of your Leads Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page. Creating a LeadYou can create a lead by clicking the New button in the My Recently Viewed Leads section. For more information, see Creating Records and Leads Fields. Working with Leads ListsThe Lead Lists section shows a number of filtered lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria. The following table describes the standard lists for leads.
To view a list, click the list name. To create a new list, click New. For more information about creating lists, see Creating and Refining Lists. To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them. Viewing Recently Viewed LeadsThe My Recently Viewed Leads section shows the leads that you viewed most recently. Working with Lead TasksThe My Open Lead Related Tasks section shows the tasks assigned to you, sorted by due date and then by priority. You or your manager set the due date and priority. The task priority, such as 1-High, 2-Medium, or 3-Low, is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority. NOTE: If your company administrator changes the display values for the Priority field from the default values (for example, from the default value of 1-High to a value of Highest), then Oracle CRM On Demand does not display arrows in the Priority field for the task lists unless your company administrator uses the following patterns: 1-label, 2-label, or 3-label, where label is the name that your company administrator gives to the task priority. In this case, Oracle CRM On Demand displays an up arrow for 1-label, no arrow for 2-label, a down arrow for 3-label, and no arrow for any other display values. For example, Oracle CRM On Demand displays an up arrow for a value of 1-My Highest, but it displays no arrow for a value of My Highest. Oracle CRM On Demand displays no arrows for any custom values that your company administrator adds to the picklist for the Priority field. For more information about changing the default values for picklists, such as the Priority field, see Changing Picklist Values.
Viewing Qualified LeadsThe Qualified Leads section shows a list of qualified leads. The Full Name field is a link that opens the lead record.
Using Reports to Analyze Lead FollowupOne or more report sections might be shown on your Leads Homepage. Your company administrator can specify which report sections are shown on the page. In the standard edition of Oracle CRM On Demand, the Lead Followup Analysis section is shown, which displays the progress made towards qualifying leads in the last 90 days. For information about using the Lead Followup Analysis section, see Analyzing Lead Followup. Adding Sections to Your Leads HomepageIf your user role includes the Personalize Homepages privilege, you can add additional sections to your Leads Homepage, depending on which sections your company administrator has made available for display on your Leads Homepage. To add sections to your Leads Homepage
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Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |