1. Implementation Reference
  2. Sales Lead Lookups

Sales Lead Lookups

Lookups enable quick selection from drop-down lists and are incorporated into the lead management capability to speed the process of entering data into forms. They are also used in applications to represent a set of codes and their translated meanings.

For example, a product team might store the values 'Y' and 'N' in a column in a table. When displaying those values they would want to display "Yes" or "No" (or their translated equivalents) instead. Each set of related codes is identified as a lookup type.

Lead Lookups

Lookup types are classified using tasks that involve a group of related lookups, such as Manage Sales Leads Standard Lookups. Each task gives you access only to certain lookup types. Use the Manage Sales Lead Standard Lookups task from the Setup and Maintenance work area to access the lookup types related to leads. Generic tasks provide access to all lookup types of a kind, such as all common lookups that are associated with the Manage Common Lookups task.

Note:

If the lookups in an application are available in the standards, common, or set-enabled lookups view, they're central to an application and can be easily managed. However, lookups defined in a specific application view can only be managed by following instructions provided by that application.

This table displays lead lookup names (called lookup types in the application), their values, and their descriptions.

Lookup Type

Lookup Values

Description

Lead Access Level (MKL_ACCESS_LEVEL)

  • Full

  • View only

Specifies the access level of team members for actions they can perform on specific sales leads.

Full access level allows the user to update the team by adding or removing individual resources or by updating the access level for any member.

Lead Acceptance Status (MKL_LEAD_ACCEPTED_FLAG)

  • No

  • Yes

Status that indicates whether or not a lead is accepted by sales departments.

Lead Assignment Mode (MKL_LEAD_ASGNT_STATUS_CODE)

  • Both

  • Rule-based assignment

  • Territory-based assignment

Determines whether lead assignment is based on rule-based, territory-based, or both types of rules.

Lead Assignment Process Type (MKL_ASGN_JOB_TYPE)

  • Assignment

  • Qualification

  • Ranking

  • Scoring

Lead processing types supported by Assignment Manager.

Lead Assignment Status (MKL_LEAD_ASGNT_STATUS_CODE)

  • Assigned

  • Reassigned

  • Rejected

Assignment status indicating whether sales team resources are assigned.

Lead Display in Simplified Pages (MKL_FUSE_DASHBOARD_DISPLAY)

  • Leads

Enable the display of leads in the simplified pages dashboard.

Lead Processing Activity Progress Status (MKL_LEAD_SCHEDULE_STATUS)

  • Completed

  • Completed with error

  • New

  • In progress

  • Scheduled

Progress details indicating lead current and end processing status.

Lead Processing Activity Schedule Mode (MKL_LEAD_SCHEDULE_MODE)

  • Immediate

  • Schedule date

  • Repeats

Scheduling options for lead processing activities.

Lead Processing Repeat Frequency (MKL_WAIT_LAG_UNITS)

  • Days

  • Months

  • Weeks

  • Years

The time intervals between lead processing activities.

Lead Process Scheduling Operators (MKL_SCH_OPERATORS)

  • Equal to

  • Greater than

  • Greater than or equal to

  • Less than

  • Less than or equal to

Operators used for lead processing scheduling options.

Lead Reassignment Status (ORA_MKL_LEAD_REASSIGN_STATE)

  • N

  • R

  • T

  • Y

Reassignment status values for leads reassigned only by Territory Based Assignment or Resource Based Assignment jobs.

The Reassign indicator is set to:

  • N when lead is processed by Lead Assignment Job

  • R when Lead Resource Based Assignment is completed by Lead Assignment Job

  • T when Lead Territory Based Assignment is completed by Lead Assignment Job

  • Y for processing lead in Lead Assignment Job

Lead Registration Approval Status (MKL_DEAL_APPROVAL_STATUS)

  • Approved

  • Pending approval

  • Rejected

  • Submitted

Approval status for leads registered by partners.

Lead Registered Status (MKL_LEAD_REGISTERED)

  • No

  • Yes

Status that indicates whether or not a partner lead is registered.

Lead Search Filter Record Sets (MKL_LEAD_SRCH_GROUP)

  • All records I can see

  • Records in my territory hierarchy

  • Records in my territory

  • Records I own

  • Records where I am on the team

  • Records where my subordinates are on the team

Record visibility filters for lead search.

Note:

Record sets involving subordinates, which are resources within an organization or a line manager's hierarchy, are available only to managers.

Lead Status (MKL_LEAD_STATUS)

  • Converted

  • Qualified

  • Retired

  • Unqualified

Lead status values based on specific actions performed on a lead. Used to mark the milestones in the lead life cycle.

Lead Retire Reason (MKL_RETIRE_REASON_CD)

  • Duplicate lead

  • No purchase interest

Possible reasons for retiring leads. Retired leads are considered closed leads.

Lead Yes or No Indicator (MKL_YES_NO_REVERSE)

  • Yes

  • No

Generic status that indicates yes or no with reverse meanings.

Recommended Lead Actions Type (MKL_SPD_ACTION_TYPE)

  • Accept leads

  • Create campaign

Type of actions to perform on recommended leads.

AI Update Who Columns Threshold Modes (ORA_ZCA_AI_WHO_THRESHOLD_MODES)

  • Turned Off

  • 5

  • 10

  • 25

  • 50

The percentage threshold for change in AI Lead Score for Leads or Predictive Win Probability for Opportunities. The Last Updated Date field gets updated, if the threshold is exceeded.

Set ID Leads Lookups

This table shows the leads set-ID lookup types, their values, and their descriptions. Use the Manage Set Enabled Lookups task from the Setup and Maintenance work area to access the lookup types related to leads.

Lookup Type

Lookup Values

Description

Lead Qualification Budget Status (MKL_LEAD_BUDGET_STATUS_SETID)

  • Approved

  • Pending

  • Unknown

The approval status of a customer budget. The data is used to assess the lead qualification status.

Lead Rank (MKL_LEAD_RANK_SETID)

  • Cold

  • Hot

  • Warm

Lead rank values used as a measure of lead quality and prioritization.

Lead Reassignment Reason (MKL_LEAD_REASSIGN_REASON_SETID)

  • No activity

  • Other

  • Workload

Possible reasons specified for reassigning leads.

Lead Reject Reason (MKL_REJECT_REASON_SETID)

  • Duplicate lead

  • Failed to reach contact

  • Incorrect data

Possible reasons specified for rejecting leads. Rejected leads can be reassigned or retired.

Lead Retire Reason (MKL_RETIRE_REASON_CD_SETID)

  • Duplicate lead

  • No purchase interest

Possible reasons for retiring leads. Retired leads are considered closed leads.

Lead Registration Type (MKL_DEAL_TYPE_SETID)

  • Co-sell

  • Referral

  • Resale

Types of leads available for partners.

Lead Source Channel (MKL_LEAD_CHANNEL_SETID)

  • Direct mail

  • E-Mail

  • Fax

  • Marketing Cloud

  • Phone

  • Sales visit

  • Social

  • Company web site

  • Wireless message

  • Model-based prediction

  • Rules-based prediction

Source channel responsible for lead generation.

Lead Time Frame (MKL_LEAD_TIMELINE_SETID)

  • 3 months

  • 6 months

  • 9 months

  • 12 months

  • 15 months

  • 18 months

Lead cycle duration that usually coincides with a typical sales cycle duration for products and services offered.

Deal Registration Lookups

This table displays deal registration lookup names (called lookup types in the application), their values, and their descriptions.

Lookup Type

Lookup Values

Description

Deal Registration Access Level (ORA_MKL_DEAL_ACCESS_LEVEL)

  • Edit

  • Full

  • View only

Specifies the access level of team members for actions they can perform on deal registrations.

Full access level allows the user to update the team by adding or removing individual resources or by updating the access level for any member.

Deal Registration Assignment Mode (ORA_MKL_DEAL_ASSIGN_MODE)

  • Both

  • Rule-based Assignment Only

  • Territory-based Assignment Only

Determines whether deal registration assignment is rule-based, territory-based, or a combination of the two.

Deal Registration Reject Reason (ORA_MKL_DEAL_REJECT_REASON)

  • Duplicate

  • Ineligible Customer

  • Ineligible Partner

Possible reasons for rejecting a deal registration request.

Deal Registration Return Reason (ORA_MKL_DEAL_RETURN_REASON)

  • Incomplete Customer Information

  • Ineligible Product

  • Insufficient Quantity

Possible reasons for returning a submitted deal registration.

Deal Registration Search Filter Record (ORA_MKL_DEAL_SRCH_RECORD_SET)

  • All records I can see

  • Records I own

  • Records pending my approval

Specifies record visibility filters for deal registration filtering.
Deal Registration Filter Record Sets for Workspace (ORA_MKL_DEAL_WRKSPC_RECORD_SET)
  • All records I can see
  • Records where I am on the team
  • Records I own
 Specifies record visibility filters for deal registration filtering specific to Workspace search.

Deal Registration Status (ORA_MKL_DEAL_REG_STATUS)

  • Approval

  • Draft

  • Expired

  • Pending Approval

  • Rejected

  • Returned

  • Withdrawn

Deal registration status values based on specific actions performed on deals registered by partners. Used to mark the milestones in the deal registration life cycle.

Deal Registration Deal Type (ORA_MKL_DEALREG_DEAL_TYPE)

  • Existing

  • New

Indicates the type of deal the partner is submitting for registration.

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