Qualification Templates Assignment Based On Business Unit
(Doc ID 1643627.1)
Last updated on JUNE 20, 2017
Applies to:Oracle Fusion Lead Management Cloud Service - Version N/A and later
Oracle Fusion Lead Management - Version 22.214.171.124.0 and later
Information in this document applies to any platform.
After creating different Business Units Set to be used for Lead Qualification Templates, Business Units have been assigned for each User.
But in Lead Qualification, It should display only one Qualification template for each user, but it displays all the Qualification Templates for all users.
The next steps are followed:
1. Go To Navigator --> Manage User --> Search for the user --> click on user name --> You will see details page for User and the Business unit
2.Navigator->Setup and Maintenance --> Search for a task 'Manage Sales Lead Qualification Template'.
3.Go To Task.
4.Select Template Type 'Lead' and Template Set 'Common Set' and Click Next.
5.Configure Ratings and Click Next.
6.Add Questions and answers with Score click Next.
7.Edit question weights if necessary to confirm that they total 100 and Click Next.
8.Configure Score Range for ratings click Next.
9.Click Save and then Deploy.
10.After Deploying click Save and Close.
11.Search for a Task 'Manage Sales Lead Administrator Profile Values'
12.Go to Task.
13.Search for Profile 'Advanced Lead Qualification Enabled'
14.Change the Profile value to the new Template which you have created.
The requirement is depending on business unit of the user it should show the correspondent Qualification Template in Lead --> Addition Qualification Tab.
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