Create opportunity (or lead) from the add-in based on email or meeting context

Sellers can now create Opportunities and Leads from the Redwood Sales Add-in, based on the context of an Outlook email or meeting, and seamlessly share the communication to the newly created record in Sales. The Opportunity and Sales Lead pickers in the Add-in include a New button that redirects to the Redwood Sales web application for creating the record. If the add-in has the context of the account pertaining to the communication, then the account page opens in Redwood with create drawer automatically opened to create the new record with key details pre-filled. If there is no account reference in the add-in then the full create page opens for the user to fill in the details. After creating the record, Refresh the picker in the Add-in to select the newly created record and share the communication to Sales.

Sellers improve efficiency by creating the new opportunity from the context of the source email, while seamlessly navigating to the familiar full web page to create the opportunity.

Create Opportunity or Lead from the Add-in

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

1. In a publishable sandbox, navigate to Application Composer > Productivity Application Setup > Oracle Sales for Outlook > Settings
2. Expand the Create Record in Oracle Sales option.
3. Enable toggle buttons for Create Opportunity and/or Create Lead. You may either use the default smart actions that are pre-filled, or use custom smart actions by putting their smart action ID in the corresponding text fields.
4. Click Save.