Oracle TeleSales

Oracle TeleSales is an application designed for telesales agents, and provides a set of tools to manage the sales cycle, from prospects to booked orders. The E-Business Center within Oracle TeleSales offers a cross-application desktop for all Oracle call center applications, and provides elements of Service and Collections for a comprehensive customer view.

This chapter describes the following test flows in Oracle TeleSales:

• Operations in Sales Lead Center

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

9.1 Operations in Sales Lead Center

Sales lead center is used to manage the details of a specific lead. It is used to create new leads or to add more detail to leads, which have been created using the E-Business center. Creates a lead and adds a product to this lead. It converts the lead to an opportunity and searches and declines a lead.
Prerequisites

• User is logged in with the Telesales Agent responsibility.
• A sales person, having Sales Representative role and associated to a group having Sales and Telesales usage.
• Customer or party, with address and account number.
• Opportunity is created for the customer or party.

Profile Options

Table 9-1 Profile Options for Operations in Sales Lead Center Flow

Profile Name	Profile Value	Level
OTS: Default User Role	A Sales or Telesales role that the user is assigned with. For example, Telesales Agent
OTS: Default User Sales Group	A group having Sales and Telesales usage. For example, Industry Accounts
OS: Enable Real Time Lead Assignment	No	Site

Predefined Data

Table 9-2 Predefined Data for Operations in Sales Lead Center Flow

Window Name	Field Name	Field Value
Lead Center	Party Type LOV	Organization
	Status LOV	New
Decline Lead	Decline Reason LOV	Assign Error (Pick appropriate status)

Setup Data
Not applicable.