Managing Plan Accounts
For step-by-step procedures that are common to many record types, see:
NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.
User Role and Access Profile Settings
To work with the Plan Account pages, you must have the following privileges in your user role:
In addition, your access profile settings must allow you to access the following record types:
See the following topics for related information about plan accounts:
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