1. Lease Origination User Guide
  2. Sales Lead
  3. Maintenance tab

4.4 Maintenance tab

The Maintenance tab enables you to attach a sales lead to a different or missed application or change status of lead as NEW.

  1. On the Oracle financial Services Lending and Leasing Application home screen, click Origination > Origination > Sales Lead.
  2. On the Sales Lead screen, click Maintenance tab.

    Figure 4-5 Maintenance


    Description of Figure 4-5 follows
    Description of "Figure 4-5 Maintenance"

    You can view the following information:

    Table 4-7 Maintenance

    Field View this
    Lead # View the sales lead number.
    Last Name View the last name of the sales lead.
    First Name View the first name of the sales lead.
    Status View the status of the sales lead.
    Company View the company of the sales lead.
    Branch View the branch of the sales lead.
    Days of Inactivity View the number of days of inactivity regarding the sales lead.

    To attach a sales lead to an application

  3. In the Sales Lead Details section, select the sales lead you want to attach to the application.
  4. In the header section, select the application number from the App # drop-down list.
  5. Click Attach to an Application button.
  6. On attaching a sales lead to an application, you can view the following details of the application:

    Table 4-8 Maintenance

    Field View this
    Priority The priority of the sales lead.
    Application # The application number of the sales lead.
    Date The date of the application.
    Title The title of the application.
    Product The product of the application.
    Status The status of the application.
    Producer The producer of the application.

    However, If a wrong Sales Lead was attached to an application, you can detach it from the existing application by clicking Change to New Status button in the header section. The Sales Lead status is set back to NEW. You can then attach it to the required application as described above.

Parent topic: Sales Lead