Working with the Objective Homepage
The Objective Homepage is the starting point for managing objective records.
NOTE: Your company administrator can customize the layout of your Objective 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 an Objective
Working with Objective Lists
The Objective Lists section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time.
The following table describes the standard lists for objectives.
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 Recent Objectives
The Recently Modified Objectives section shows the objectives that you modified most recently.
Click the Show Full List link to expand the list.
Adding Sections to Your Objective Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Objective Homepage:
To add sections to your Objective Homepage
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