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	Description	Task	Where to Get More Details
1	CX Sales	To permit salespeople to enter account and contact information as text in net new leads in CX Sales, you must expose two fields, New Account and New Contact, on the appropriate lead pages. In Digital Sales, salespeople can enter information as text or select existing accounts and contacts in the same field. No UI change is required.	Application Composer	See the topics: Make Changes to the Lead Pages Add the New Account and New Contact Fields to the UI
2	Both CX and Digital Sales	Create the assignment rule to assign the leads to the inside sales representatives who will qualify them.	Manage Sales Lead Assignment Rules	See the topic: Set Up the Assignment Rule for Assigning Leads
3	Both CX and Digital Sales	Set two system profile options to enable lead assignment. Setting Lead Assignment Mode to Both turns on 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.	Manage Sales Lead Profile Options	See the topic: Enable Lead Assignment
4	Both CX and Digital Sales	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.	Manage Set Enabled Lookups	See the topic: Change the Values for Lead Rank and Lead Channel
5	Both CX and Digital Sales	Import leads using the lead import macro. You can import up to 5,000 leads at a time.	None. You import from the Excel macro itself.	See the topic: Import Leads Using the Import Macro
6	Both CX and Digital Sales	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.	Manage Lead Processing Activities	See the topic: Run the Lead Assignment Process
7	Digital Sales only	Create a list that inside sales representatives use to view the imported leads that are available for them to work on.	None	See the topic: Display List of Unaccepted Leads
8	Both CX Sales and Digital Sales	Sign in as one of the inside sales representatives and one of the field sales representatives to test your setup.	None	See the topic: Verify Your Leads Setup
9	Both CX Sales and Digital Sales	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.	Navigator > Tools > Scheduled Processes	See the topic: Update Leads with Most Recent Contact and Account Information
10	CX Sales only	Create a list that inside sales representatives use to view the imported leads that are available for them to work on.	None	See the topic: Display List of Unaccepted Leads
11	CX Sales only	Specify which qualification template you want to appear in a lead by default by setting the system 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.	Manage Sales Lead Administrator Profile Values	See the topic: Select Default Lead Qualification Templates