A customer has Implemented Oracle Fusion sales and the sales team in the company wants to
convert the qualified lead into a sales opportunity.
Identify the correct prerequisite to convert a lead into an opportunity.
A.
lead with sales account and primary product
B.
lead with sales account and assessment data
C.
lead with sales account and revenue lines
D.
lead with assessment data and primary product
E.
lead with sales account and sales methodology
Explanation:
Normally, you convert leads to opportunities that have previously been qualified.
If you determine that a lead has some potential for becoming an opportunity, you can qualify the
lead. Normally, you select a rating for the lead according to a scale set up by your administrator.
You must complete a Step (link an account and contact to the lead) before you convert the lead to
an opportunity.
Note: To qualify a lead
1.Select the lead.
2.For instructions on selecting leads, see Finding Records.
On the Lead Detail page, make sure that the lead record’s First Name, Last Name, Rating, Lead
Owner, and Sales Person fields are filled.
NOTE: This information helps to ensure that leads are not lost after they are qualified, and that
valuable sales resources are used to full advantage to follow up leads that will evolve into a sales
opportunity. In particular, if the Rating and Sales Person fields are not filled, you will not be able to
set the status of the lead to Qualified.
3.Click Mark as Qualified.The system verifies that the critical fields contain data. If the criteria are met, the lead Status field
value changes to Qualified.
Reference; Administering Oracle CRM On Demand, Converting Leads to Accounts, Contacts, or
Opportunities