Print      Open PDF Version of Online Help


Previous Topic

Next Topic

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

You can create a dealer by clicking the New button in the My Recently Viewed Dealers section. For more information, see Creating Records and Dealer Fields.

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.

Dealer List

Filters

All Dealers

All dealers to which you have visibility regardless of who owns the dealer.

My Dealers

Dealers with your name in the Owner field.

Recently Modified Dealers

All dealers with your name in the Owner field, sorted by the modified date.

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:

  • Recently Created Dealers
  • Recently Modified Dealers
  • My Recently Created Dealers
  • My Recently Modified Dealers
  • One or more report sections (your company administrator can make report sections available for display on your Dealer Homepage)

To add sections to your Dealer Homepage

  1. On the Dealer Homepage, click Edit Layout.
  2. On the Dealer Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Related Information

See the following topics for related dealer information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.