Run Concurrent Programs; Test With A Lead - Oracle Territory Management Implementation Manual

Installation Verification
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CRM Foundation > Resource Manager > Territory Administration
Steps
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2.2.2 Run Concurrent Programs

Run the following concurrent request:
I

2.2.3 Test with a Lead

Test using a lead in Oracle Sales Online.
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Log in to HTML Applications
Responsibility
Sales Online User
Steps
1.
2-2 Oracle Territory Management Implementation Guide
From the Territories Navigator, open Oracle Sales and TeleSales.
In the administration bar, click Define Territory.
The Territory Details window opens.
In the Overview tab, set the Usage to Sales.
Enter a name for the territory.
Accept the catch all as the parent territory.
Select transaction types, including Leads.
In the Transaction Qualifiers tab, enter the qualifier name and criteria, such as
State = 'California'.
In the Resource tab, select resource name, team, and group information along
with the access type.
Click Save.
Generate Territory Packages for the Oracle Sales and TeleSales usage
Create a lead that matches your territory definition.