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Working with the Opportunity Homepage

The Opportunity Homepage is the starting point for managing opportunities.

NOTE: Your company administrator can customize the layout of your Opportunity 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 Opportunity

You can create an opportunity by clicking the New button in the Recently Viewed Opportunities section. For more information, see Creating Records and Opportunity Fields.

Working with Opportunity Lists

The Opportunity Lists section shows a number of filtered 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 opportunities.

Opportunity List

Filters

All Opportunities

All opportunities to which you have visibility

All Closed Opportunities

The opportunities where the Sales Stage field is set to Closed/Won

All Large Opportunities

The opportunities where the revenue is greater than 100,000

Recently Created Opportunities

All opportunities to which you have visibility, sorted by the created date

Recently Modified Opportunities

All opportunities to which you have visibility, sorted by the modified date

My Forecast Opportunities

The opportunities where the Forecast check box is selected

My Opportunities

The opportunities where your name is in the Owner field

My Top Opportunities

The opportunities that you own where the Priority field is set to High

My Recently Created Opportunities

All opportunities that you created, sorted by the created date

My Recently Modified Opportunities

All opportunities that you modified, sorted by the created 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 Viewed Opportunities

The My Recently Viewed Opportunities section shows the opportunities that you viewed most recently.

To expand the list, click Show Full List.

Working with Opportunity Tasks

The My Open Opportunity Related Tasks section shows the tasks assigned to you, sorted by the due date and then by priority. You or your manager set the due date or priority. The task priority, such as 1-High, 2-Medium, or 3-Low, is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority.

NOTE: If your company administrator has changed the default values for the Priority field, arrows might not be displayed in the Priority field in the task lists.

  • To review a task, click the Subject link.
  • To review the opportunity with which the task is associated, click the opportunity name.
  • To expand the list of tasks, click Show Full List.

Using Reports to Analyze the Pipeline

One or more report sections might be shown on your Opportunity Homepage. Your company administrator can specify which report sections are shown on the page. In the standard edition of Oracle CRM On Demand, the Pipeline Analysis for Current Quarter section is shown, which displays a quarterly analysis of the pipeline in chart format. For information about using the Pipeline Analysis for Current Quarter section, see Analyzing the Pipeline.

Adding Sections to Your Opportunity Homepage

If your user role includes the Personalize Homepages privilege, you can add more sections to your Opportunity Homepage, depending on which sections your company administrator has made available for display on your Opportunity Homepage.

To add sections to your Opportunity Homepage

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

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