A customer has deployed Oracle Fusion Lead Management for their lead management activities.
The customer wants o use assessment templates to follow up on qualified leads to gather
additional information from customer/prospects, and to provide consistent guidance to sales
resources to move the leads further along the sales cycle.
What are the three points to be considered while creating the Assessment templates?
A.
Ratings
B.
responses and interactions
C.
questions, questiongroupsand weightages
D.
sales methodology
E.
Task templates
Explanation:
Assessment templates let you analyze the health of a business object, such as a
lead or an opportunity, and suggest appropriate next steps based on its diagnosis. To best plan
and create assessment templates, you should consider the following points:
* Ratings
* Questions, Question Groups, and Question Weights
* Responses and Scores
* Associated Task Templates
Oracle Fusion Applications Sales Implementation Guide, Assessment Templates:
Points to Consider