How to Configure Rule Based Assignment and Qualification For Leads

(Doc ID 2181169.1)

Last updated on APRIL 18, 2018

Applies to:

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


On : 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

But the lead qualification process is not triggered.
How to trigger lead qualification process?



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