Working with the Dealer Homepage
The Dealer Homepage is the starting point for managing dealers.
NOTE: Your company administrator can customize the layout of your Dealer 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 Dealer
Working with Dealer Lists
The Dealer 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 dealers.
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 Modified Dealers
The My Recently Viewed Dealers section shows the dealers that you viewed most recently.
To expand the list, click Show Full List.
Viewing Dealer-Related Opportunities
The Dealer-Related Opportunities section shows the top opportunities that are assigned to you.
To expand the list of dealer-related opportunities, click Show Full List.
Adding Sections to Your Dealer Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Dealer Homepage:
To add sections to your Dealer Homepage
See the following topics for related dealer information:
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