Using the Leads and Opportunities Tab
You can use the Leads and Opportunities tab in Account 360 to get an at-a-glance view of the sales leads and opportunities associated with an account. This tab includes all of the leads and opportunities for the account or billing account you are viewing.
This image shows an example of the Leads and Opportunities tab:
Figure 5-20 Leads and Opportunities Tab
Each lead or opportunity record displays the date on which it was created, the amount (if available), the primary contact, and the status. Statuses for a lead can include:
- Unqualified
- Qualified
- Converted
- Retired
Statuses for opportunity records come from the Oracle Redwood Sales system, and reflect the sales stage of the record.
If you are viewing an Oracle Fusion Account, you can use the Smart Action bar in the header of the screen and type in Create Lead or Create Opportunity. Selecting one of these options opens a drawer where you can quickly create your record. If you are viewing a billing account, you can use the Action menu in the header of the screen to create additional leads and opportunities.
To view detailed information or manage the lead or opportunity, click on the hyper-linked name of the lead or opportunity to view and manage it in Redwood Sales.
For each record listed on the tab, you can complete the following tasks:
- Click on the hyperlink name of the lead or opportunity to view the record in Oracle Redwood Sales.
- Hover over the primary contact to view contact details.
- Use the Edit icon to edit the billing accounts associated with the record. This option enables you to associate multiple billing accounts, premises, and service points with the lead or opportunity.
Note:
All lead and opportunity management is done within Redwood Sales. This includes qualifying leads, converting leads to opportunities, and retiring records.See the following topics in this guide for additional information about creating leads and opportunities:
See the Using Sales in the Redwood Experience Guide for additional information about editing and managing lead and opportunity records.
Topics in this section include: