1. Configuration Guide for Oracle CRM On Demand Financial Services Edition
  2. Lead Record Type

Lead Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Lead Record Type Fields

Field Name Action

Investable Assets

Create a new currency type field.

Needs

Create a new, multiselect picklist field, with the following values:

  • Financial Planning

  • Retirement Planning

  • Education Planning

  • Life Insurance

  • Investment Management

  • Risk Management

  • Estate Planning

Billing

Rename to Address.

Sales Person

Rename to Financial Advisor.

Source

Add the following value to the picklist:

  • Referral

  • Client