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
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.
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.
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
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