1. Implementing Sales
  2. Configure Lead Scores and Recommended Actions

Configure Lead Scores and Recommended Actions

You must complete configuration steps in Oracle CX Sales for lead scores to display on leads, and for recommendations to display on opportunities.

  • For lead scores to appear on the Leads Summary page and in the Workspace, edit the required profile option, and add the AI Lead Score field to the Leads Summary page and in Workspace.

  • For recommendations to appear for your opportunities, configure the Next Best Action feature and add the Recommended Action column to the Opportunity and the Edit Opportunity pages.

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