Creating a New Lead

You can use the Create Lead smart action to create new lead records for your account. After you create them, you edit and manage the leads from within the Oracle Redwood Sales system. The process for creating a lead varies slightly, depend on whether you're creating the lead for an Oracle Fusion account or for a billing account.

See the Using Sales in the Redwood Experience Guide for additional information about working with lead records.

Create a Lead for an Oracle Fusion Account

To create a new lead for an Oracle Fusion account:

1. Access Account 360 for your account.
2. In the Smart Action bar in the header, type and then select Create Lead.
3. The system opens the Create Lead drawer on the right of the screen.
4. Complete the following fields:
   • Primary Contact: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Lead Name
   • Job Title
   • Account Name: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Contact Phone
5. Specify the contact preferences related to calling the customer by selecting one of these options:
   • None (default)
   • Do not call
   • OK to call
6. Enter the contact email address, and then specify the preferences related to emails by selecting one of these options:
   • None (default)
   • Do not email
   • OK to email
7. Enter the remaining information as needed:
   • Source: Select an option from the available choices.
   • Status: Select an option from the available choices. By default, the lead will be set to Unqualified.
   • Owner
   • Rank
   • Country
   • Address
8. Click Create.
9. The system opens the lead in Oracle Redwood Sales, where you can edit and update the record.
10. When you are done, save your changes and use your browser back button to return to Account 360.

Create a Lead for a Billing Account

To create a lead for a billing account:

1. Select a billing account from Account 360.
2. From the Action menu, type and then select Create Lead.
3. The system opens the Create Lead drawer on the right of the screen.
4. Complete the following fields:
   • Primary Contact: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Lead Name
   • Job Title
   • Account Name: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Contact Phone
5. Specify the contact preferences related to calling the customer by selecting one of these options:
   • None (default)
   • Do not call
   • OK to call
6. Enter the contact email address, and then specify the preferences related to emails by selecting one of these options:
   • None (default)
   • Do not email
   • OK to email
7. Enter the remaining information as needed:
   • Source: Select an option from the available choices.
   • Status: Select an option from the available choices. By default, the lead will be set to Unqualified.
   • Owner
   • Rank
   • Country
   • Address
8. Click Create.
9. The system opens the lead in Oracle Redwood Sales, where you can edit and update the record.
10. When you are done, save your changes and use your browser back button to return to Account 360.