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Oracle CRM On Demand Administration Essentials by Sundaram, Padmanabha Rao

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Lead Conversion Administration

Leads are generated from trade shows, mailing campaigns, and other such marketing events. When such a lead matures, it qualifies to be converted into an account, contact, or an opportunity. This would typically trigger when a salesperson thinks that the lead has been well qualified and that there is a real opportunity, following the contact he had with the prospect. CRMOD application facilitates this conversion process.

Hold on!

Before you can utilize the Lead Conversion utility of the CRMOD application, make sure you have the required access and privileges assigned to your role. A role must have the following settings:

  • The CRM Marketing: Convert Leads privilege
  • Appropriate access-level settings for record types that ...

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