View Your Leads in Slack

Slack is a team communication tool that facilitates synchronous communication across different devices. Regardless of whether your team is co-located or distributed, Slack provides an effective communication channel that's easy to use.

Let's say you're traveling and you would like to quickly view a list of the current leads owned by you. You can do this on Slack using any device, without signing in to your sales application.

Note: The only criterion is that your administrator has set up the integration of Slack with your sales application.

You can view the first five leads owned by you. These first five leads are selected from only the qualified and unqualified leads owned by you in the last three months.

To view your first five leads in the last three months on Slack:

1. Navigate to your workspace in Slack.

2. Select one of the following:

   • Any public channel in the Slack workspace

   • Slackbot

   • Oracle Sales Slack app: This refers to the app that your administrator has created in Slack for integrating with your sales application.

   Note: Due to security restrictions, you can't view your leads if you select the following:

3. Enter the following command at the command line: /ec-my-leads

4. Press Enter.

   The first five leads owned by you in the last three months are displayed in Slack. The following fields are displayed for each lead:

   • Lead Name

   • Lead Status

   • Account Name or Customer Party Name

   • Description

   • Campaign Name

   • Rank

Note: Every sales representative who executes the /ec-my-leads command can see only the leads owned by him or her. You can't view the leads owned by other sales representatives. Moreover, your leads are only visible to you and not to any other user.