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CC&B : Uploading Leads For An Initiative - Recommended File Size (Doc ID 2393510.1)

Last updated on AUGUST 03, 2022

Applies to:

Oracle Utilities Customer Care and Billing - Version and later
Information in this document applies to any platform.


On : version, SW - System Wide

Oracle Utilities Customer Care and Billing Business User Guide Release

Uploading Leads
NOTE: This functionality is to be used on small volume uploads.

1. Select Menu > Sales & Marketing > Initiative > Search.
2. Enter your search criteria in the Initiative Query zone.
3. Click Refresh.
4. In the search results list, click the link for the initiative you want to maintain. The selected initiative opens in the
Initiative portal.
5. To upload Leads for an initiative, click the Lead Upload link in the Initiative Leads zone title bar. This displays the
Lead Upload page, which you can use to upload a CSV file containing account IDs for which leads will be generated.
6. Click Submit.



We are looking for some direction on the volume of records to upload.

The documentation mentions that "The functionality is to be used on Small Volume Uploads"

What is the recommended file size, number of records at a time that we can upload with this feature?


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