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Assigning Leads Based On User Roles (Doc ID 2645172.1)

Last updated on DECEMBER 22, 2020

Applies to:

Oracle Fusion Engagement Cloud Service - Version 11.13.19.10.0 and later
Information in this document applies to any platform.

Goal

On : 11.13.19.10.0 version, Leads, Sales Campaigns

Assigning Leads based on User Roles

How to assign leads based on user roles, rather than specifying the individual users to whom the leads are assigned?

From the 'Lead Resource Assignment Rule' Page of 'Manage Sales Lead Assignment Rules' Task in in FSM , they are able to select individual users. Can specific roles be used instead ?
 

Solution

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Goal
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