How to Configure Rule Based Assignment and Qualification For Leads (Doc ID 2181169.1)

Last updated on SEPTEMBER 15, 2016

Applies to:

Oracle Fusion Sales - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.11.1.0 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?

 

Solution

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