Working with the Plan Account Homepage
The Plan Account Homepage is the starting point for managing plan accounts.
NOTE: Your company administrator can customize the layout of your Plan Account 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 Plan Account
Working with Plan Account Lists
The Plan Accounts 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 plan accounts.
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 Plan Accounts
The Recently Modified Plan Accounts section shows the plan accounts you modified most recently.
Click Show Full List to expand the list.
Adding Sections to Your Plan Account 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 Plan Account Homepage
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