| Print Open PDF Version of Online Help

### Working with the Leads Homepage The 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 Lead You 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 Lists The 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.
Leads List | Filter
--- | ---
All Leads | None
All Converted Leads | Displays leads where the Status field is set to Converted
All Leads Being Qualified | Displays leads where the Status field is set to Qualifying
All Qualified Leads | Displays leads where the Status field is set to Qualified
Recently Created Leads | Displays all leads, sorted by the created date
Recently Modified Leads | Displays all leads, sorted by the modified date
All Rejected Leads | Displays leads where the Status field is set to Rejected
My Leads | Displays leads, sorted by the created date, that meet one of the following conditions: The Sales Person field is set to your user name, and the Status field is set to Qualifying. The Lead Owner field is set to your user name, the Sales Person field is empty, and the Status field is set to Qualifying.
My New Leads | Displays leads, sorted by the created date, that meet one of the following conditions: The Sales Person field is set to your user name, and the Status field is set to Qualified. The Lead Owner field is set to your user name, the Sales Person field is set to a user name other than your user name, and the Status field is set to Qualifying.
My Recently Assigned Leads | Displays leads that were assigned to you by the assignment manager. The list is sorted by the last assignment completion date, with the lead that was most recently assigned to you by the assignment manager at the top of the list. You can also see this list in the My Recently Assigned Leads section of the Leads Homepage, if that section is available in the Leads Homepage layout for your role. NOTE: When a lead is assigned to you by the assignment manager, an email is automatically sent to you. When you click the URL in the email and then sign in to Oracle CRM On Demand, you are redirected to the My Recently Assigned Leads list automatically.
My Recently Created Leads | Displays all leads that you own. The list is sorted by the created date, with the most recently created lead at the top of the list.
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 Leads The My Recently Viewed Leads section shows the leads that you viewed most recently. ### Working with Lead Tasks The 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. To review a task, click the Subject link. To review the lead with which the task is associated, click the lead name. To expand the list of tasks, click Show Full List. ### Viewing Qualified Leads The Qualified Leads section shows a list of qualified leads. The Full Name field is a link that opens the lead record. To open the lead record, click the Full Name field. To expand the list, click Show Full List. ### Using Reports to Analyze Lead Followup One 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 Homepage If 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 On the Leads Homepage, click Edit Layout. On the Lead Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Click Save.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.