Oracle Sales - Lead To Opportunity Conversion - Default Tasks Are Not Getting Created
Last updated on APRIL 30, 2018
Applies to:Oracle Sales - Version 12.2.5 and later
Information in this document applies to any platform.
On : 12.2.5 version, Opportunity Management
Lead to Opportunity conversion - Default tasks are not getting created when using OA pages (Sales User).
Tasks should be automatically created when converting a lead to an opportunity in the OA pages from Sales User responsibility
The issue can be reproduced at will with the following steps:
Lead to Opportunity conversion can to done using two responsibilities:
1. TeleSales Manager (Oracle Forms Applications)
2. Sales User (Oracle Self Service Web Applications)
While the application users that are using responsibility "TeleSales Manager", are converting Lead to Opportunity, five tasks are getting created automatically:
4 of type General
1 of type Callback.
However the application users that are using responsibility "Sales User", are also converting Lead to Opportunity, but no task is getting created automatically.
Navigation for responsibility "TeleSales Manager"
Open Lead Center
Search a lead
Click the button "Create Opportunity"
New Opportunity is created having 5 tasks created automatically.
Navigation for responsibility "Sales User"
Sales Dashboard -> Leads
Search a lead
click the hyper-link created with Lead Name.
Lead details are displayed
Click the button "Convert to Opportunity"
Opportunity is created without any tasks.
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