Tracking Partners and Competitors of Accounts
Oracle CRM On Demand provides areas in the application where you can track information on either partners or competitors for your accounts. For example, you might want to track which companies (accounts) you do business with for Account XYZ or which companies (accounts) you compete with for Account XYZ.
To do so, first link the account acting as your partner or competitor to the account record. You can link as many partner or competitor accounts as you want. Then add information, such as the strengths and weaknesses, about the partner or competitor to the Account Partner Edit or Account Competitor Edit page.
NOTE: When you add an account partner or account competitor, a reciprocal record is created under the selected account. For example, if you add Account 123 as an account partner of Account XYZ, you automatically see Account 123 listed in the Account Partner list for Account XYZ.
For information on converting existing accounts to partner accounts, see Converting Accounts to Partner Accounts.
Before you begin. Create an account record for each partner or competitor you want to link to the account. For instructions on adding records, see Creating Records.
To track partner and competitor information for accounts
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|