How to Configure Rule Based Assignment and Qualification For Leads
Last updated on APRIL 18, 2018
Applies to:Oracle Fusion Sales - Version 22.214.171.124.0 and later
Information in this document applies to any platform.
On : 126.96.36.199.0 version, Leads, Sales Campaigns
Problem configuring Qualification Process for Leads
We are trying to configure qualification process for leads to assign resource to hot leads.
The following have been set up:
Manage Sales Lead Assignment Rules -> Sales Lead Qualification Category -> Lead Qualification Rule : Lead.Score >=50 => Status=Qualified
(also tried with Qualification Score >=50 => Status=Qualified)
MKL_LEAD_ASSIGNMENT_QUAL_RULE = Sales Lead Qualification Rule Category
MKL_LEAD_QUALIFICATION_TEMPLATE -> Basic Lead Qualification
But the lead qualification process is not triggered.
How to trigger lead qualification process?
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms