Working with the Broker Profiles Homepage
The Broker Profile Homepage is the starting point for managing broker profiles.
NOTE: Your company administrator can customize the layout of your Broker Profile 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 a Broker Profile
Working with Broker Profiles Lists
The Broker Profiles Lists section shows a number of 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 broker profiles.
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, therefore you cannot edit or delete them.
Viewing My Recently Modified Broker Profiles Section
The My Recently Modified Broker Profiles section shows the broker profile requests that you own and were recently modified. To expand the list, click Show Full List.
Adding Sections to Your Broker Profiles Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Broker Profiles Homepage:
To add sections to the Broker Profiles Homepage
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