1. Connected Mobile Sales Administration Guide
  2. Enabling Lead Conversion

Enabling Lead Conversion

In Oracle CRM On Demand Connected Mobile Sales you can convert leads into accounts, contacts, and opportunities if you enable this feature in the Application Composer.

To enable lead conversion

  1. In Application Composer, click Select Available Fields within the Task pane under the Record Type Customization heading.

  2. Click Lead.

  3. Move the following fields from the Available shuttle window to the Selected shuttle window:

    • Associated Account

    • Associated Contact

    • Associated Opportunity

    • Company

    • Description

    • Estimated Close Date

    • First Name

    • Full Name

    • Last Name

    • Next Step

    • Potential Revenue

  4. Click Save.