Sales Lead Qualification Status Rules Not Setting Lead Status To Qualified
Last updated on FEBRUARY 27, 2017
Applies to:Oracle Fusion Lead Management Cloud Service - Version 220.127.116.11.0 and later
Oracle Fusion Lead Management - Version 18.104.22.168.0 and later
Information in this document applies to any platform.
The customer has a requirement to automatically determine the Lead qualification status on the basis of the following criteria:
- Lead Product is not null and
- Lead customer is not null
The customer has created the Lead qualification rule with following details:
- Created a rule set Lead_Qualification_Rule having work object as Sales Lead and candidate object as Sales Lead Qualification Status.
- Created a rule Qualified with the two conditions:
Sales Lead -- Primary Product Id --- Does not Equal --- NULL
Sales Lead -- Customer ID --- Does not Equal --- NULL
3. Set Qualified Action: Return the Candidate Value as Qualified.
When the customer runs the lead assignment job, the lead status is not getting set to Qualified.
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