How do I configure lead scores and recommended actions?

You must complete configuration steps in Oracle 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 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 on opportunities, configure the Next Best Action feature and add the Recommended Action column to the Opportunity and the Edit Opportunity pages.