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NGS - Not Able To Add Notes On The Sales Lead Record By Clicking On Telephone Number (Doc ID 2980688.1)

Last updated on OCTOBER 13, 2023

Applies to:

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


On : version, Lead Management

In Next-Gen Digital Sales, when clicking on the telephone number from a Sales Lead record, there is no option to add notes.

Steps to reproduce.
1. Create a simplified lead that has no Contact DCL populated. Manually populate the phone number field
2. Inquire on this lead in the fold-out view.
3. Click the phone number hyperlink in the header form of the fold-out view Problem: The Call action is displayed.

Contrast this with a traditional lead:
If in step 1 above, you select a contact via the DCL picker (and that contact has a phone number), then in step 3, the "Log a Call" action is displayed.

In both situations, NO telephony/CTI has been configured.


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