Lead Actions

Use lead actions to manage leads. This topic provides a brief description of the actions that you perform on a lead. Lead actions are generally grouped into these categories:

Standard create, edit, delete, and update functions such as performing a mass update
Ranking, scoring, and qualifying actions to assist in prioritizing leads
Accepting, rejecting, reassigning, and retiring actions to ensure leads are in the right queue for pursuing
Converting leads to opportunities to continue sales pursuits and include in sales forecasting

The ability to perform each action depends on:

Privileges assigned to your role
Access level as a lead sales team member
Current status of the lead

Perform Lead Actions

Here are some of the actions you can perform to manage single and multiple lead records.

Action	Description
Accept	Updates the lead with you as the owner. The Request Sales Lead Assignments process assigns sales team territories and resources based on predefined rules. The rules are specified in the Assignment Rule for Ranking Leads profile option.
Add to Campaign	You can add leads as campaign members to your marketing campaigns created and updated in Oracle Eloqua. After the added campaign members are synchronized to Oracle Eloqua, they get added to the specified marketing campaigns.
Assign Partner	Use to assign a single lead to a partner. The sales channel of a lead indicates whether the lead is being handled directly by an internal salesperson (Direct), or indirectly (Partner) by an outside partner, such as a distributor or a reseller.
Convert to Opportunity	Creates an opportunity based on lead information. The lead status is updated to converted.
Create Appointment	Use to create an appointment when working on your lead.
Create Call Report	Use to create a call report when working on your lead. A call report is a central place for salespeople to capture what happened in a sales activity, make related changes, and track key updates.
Create Note	Use to create a note when working on your lead.
Create Task	Use to create a task when working on your lead.
Delete	Use the Delete action to remove a lead from your list of leads you own.
Log a Call	After you complete a call with your lead, you can log the call details.
Qualify	Updates the lead status to Qualified, bypassing the automated sales lead classification process.
Mass Update	Performs a mass update of specific attributes and user-defined attributes from the Leads Overview work area when selecting multiple records.
Rank	Submits the Request Sales Lead Assignments process to automatically assign a lead rank based on predefined rules specified in the Assignment Rule for Ranking Leads profile option. A rank represents the priority of the lead, such as Hot, Medium, and Cool.
Reassign	Provides choices for when the sales lead assignment process evaluates the lead to reassign sales team members and territories to the lead: Automatic assignment Lead is selected for reassignment and is reassigned when the Request Sales Lead Assignments process next runs using the Reassign process selection criteria. Immediate automatic assignment Immediately runs the Request Sales Lead Assignments process, reevaluating, and reassigning per the process. Manual assignment You can select an owner to assign to the lead from a list of eligible resources. A lead must have a Qualified or Unqualified status to be reassigned. Note: You can send a notification when a Lead is assigned to a new owner. See the section Sample Groovy Scripts for Notifications in the Notifications chapter of the Implementation Reference guide for more information.
Retire	Updates the lead status to a retired lead indicating the lead is no longer one that needs pursuing.
Reject	Removes you as the lead owner. The accepted indicator and assignment status are also updated to reflect that the lead is no longer accepted. The lead is eligible for reassignment when: The next scheduled Sales Lead Processing Activity submits the Request Sales Lead Assignments process The lead meets the processing activity's selection criteria The previous lead owner is excluded when assigning team resources The reject reason, and the number of times the lead is rejected, is available when searching leads. This information is displayed in the Overview page for analysis and to provide possible indicators that the lead should be retired.
Score	Submits the Request Sales Lead Assignments process to automatically assign a lead score based on predefined rules specified in the Assignment Rule for Scoring Leads profile option. Lead assignment score is different from qualification and assessment scores. A lead score can be used as a source for predefined rules that automatically assign lead rank, qualification status, territories, and resources.