Oracle Sales Offline User Guide

Contents

Title and Copyright Information

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Preface

Introduction

Oracle Sales Offline Overview

Oracle Sales Offline Prerequisites

Oracle Sales Offline Key Features

Hot Keys

Oracle Sales Offline Integrations

Accessing Oracle Sales Offline

      Sync Preferences Form

Navigating in Oracle Sales Offline

Keyboard Navigation in Oracle Sales Offline

Setting Synchronization Preferences

Synchronizing Data

Conflict Resolution

Non-Validated Records (Rejected Records)

Client Logging

Date Picker Technology

My Filter and Address Filter Additions

Enabling Multi-Operating Unit Access

Version Identification in Oracle Sales Offline

Status Bar Messages

Managing Tasks

Overview of Managing Tasks

Entering Transactions and Details

Managing Leads

Overview of Managing Leads

Creating an Opportunity from a Lead

Leads and Sales Methodology

Managing Opportunities

Overview of Managing Opportunities

Overview of Managing Opportunity Line Level Forecasts

Creating a Quote from an Opportunity

Managing Quotes

Overview of Managing Quotes

Quotes and Operating Units

Defaulting Business Rules

Managing Customers

Overview of Managing Customers

Index