Working with the Account Homepage
The Account Homepage is the starting point for managing accounts.
NOTE: Your company administrator can customize the layout of your Account Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.
Creating an Account
Working with Account Lists
The Account Lists section shows a number of filtered lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.
The following table describes the standard lists for accounts.
To view a list, click the list name.
To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.
To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.
Viewing Recently Viewed Accounts
The My Recently Viewed Accounts section shows the accounts that you viewed most recently.
To expand the list, click Show Full List.
Working with Account Tasks
The My Open Account Related Tasks section shows the tasks assigned to you, sorted by the due date and then by priority. You or your manager set the due date and priority. The task priority, such as 1-High, 2-Medium, or 3-Low, is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority.
NOTE: If your company administrator has changed the default values for the Priority field, arrows might not be displayed in the Priority field in the task lists.
Using Reports to Analyze Account Performance
One or more report sections might be shown on your Account Homepage (your company administrator can specify which report sections are shown on the page). In the standard edition of Oracle CRM On Demand, the Account Analysis section is shown, which displays a comprehensive analysis of how accounts are distributed and of the closed revenue. For information about using the Account Analysis section, see Analyzing Account Performance.
Adding Sections to Your Account Homepage
If your user role includes the Personalize Homepages privilege, you can add additional sections to your Account Homepage, depending on which sections your company administrator has made available for display on your Account Homepage.
To add sections to your Account Homepage
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