Overview of Leads Setup
Here are the setup steps required to set up the sample leads use case covered in this chapter.
| Step | Applies To | Where to Find More Information |
|---|---|---|
| Step 1 To let salespeople enter account and contact information as text in net new leads in classic Sales, you must expose two fields, New Account and New Contact, on the appropriate lead pages. In Sales in the Redwood UX, salespeople can enter information as text or select existing accounts and contacts in the same field. No UI change is required. |
Classic Sales | Make Changes to the Lead PagesAdd the New Account and New Contact Fields to the UI |
| Step 2 Create the assignment rule to assign the leads to the inside salespeople who will qualify them. |
Both classic Sales and Sales in the Redwood UX | Set Up the Assignment Rule for Assigning Leads |
| Step 3 Set two profile options to enable lead assignment. Setting Lead Assignment Mode to Both enables both rule-based and territory-based assignment. Setting the Assignment Rule for Rule Based Lead Assignment profile option tells the application which rule category to use. |
Both classic Sales and Sales in the Redwood UX | Enable Lead Assignment |
| Step 4 Before importing your leads, you can optionally change the values provided by Oracle for lead rank and the lead source channel. Salespeople can use lead rank, for example, hot or cold, to prioritize leads to work on next. The lead source channel indicates if the lead came from the web, an email, and so on. |
Both classic Sales and Sales in the Redwood UX | Change the Values for Lead Rank and Lead Channel |
| Step 5 Import leads using the lead import macro. You can import up to 5,000 leads at a time. |
Both classic Sales and Sales in the Redwood UX | Import Leads Using the Import Macro |
| Step 6 Run the lead assignment process twice: the first time to assign the imported leads to inside sales and the second time to assign qualified leads to field sales. You can also schedule assignment process to run at regular intervals. |
Both classic Sales and Sales in the Redwood UX | Run the Lead Assignment Process |
| Step 7 Create a list that inside salespeople use to view the imported leads that are available for them to work on. |
Sales in the Redwood UX only | Display List of Unaccepted Leads |
| Step 8 Sign in as one of the inside salespeople and one of the field salespeople to test your setup. |
Both classic Sales and Sales in the Redwood UX | Verify Your Leads Setup |
| Step 9 Schedule the process Update Leads with Most Recent Contact and Account Information to run periodically in order to make sure any changes to account and contact information are reflected in leads. |
Both classic Sales and Sales in the Redwood UX | Update Leads with Most Recent Contact and Account Information |
| Step 10 Create a list that inside salespeople use to view the imported leads that are available for them to work on. |
Classic Sales only | Display List of Unaccepted Leads |
| Step 11 Specify which qualification template you want to appear in a lead by default by setting the profile option Advanced Lead Qualification Enabled. You can specify one template as the default for all leads, or have different defaults for different users and products. |
Classic Sales only | Select Default Lead Qualification Templates |