How Can A Sales Manager/Call Centre Manager Has To Get Notified Based On The Condition While Processing A Lead?
Last updated on JUNE 20, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 184.108.40.206.0 and later
Oracle Fusion Sales - Version 220.127.116.11.0 and later
Information in this document applies to any platform.
On : 18.104.22.168.0 version, Leads, Sales Campaigns
How can a sales manager/call centre manager has to get notified based on the condition while processing a lead?
I have listed few business scenarios where a sales manager/call centre manager has to get notified based on the condition while processing a lead.
1 Mail notification to Call centre Manager if lead is not updated within 1hour by Call centre agent
2 Mail Notification to Sales Manager if lead is not updated within 1hour by Sales Coordinator
3 Lead remainder for every 4 hours if lead is not updated after assignment
4 Mail to Sales Manager if lead is not updated within 24hour
5 Mail to customer when lead is assigned to sales rep
6 Mail notification to customer when a field call status is updated to 'Not Responded'
7 Thank u mail to customer if sales stage or opportunity status is 'Won Sale'
8 Mail notification to Sales Manager,Call centre manager if sales stage or Opportunity status is 'Lost Sale'
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