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Working with the Plan Opportunity Homepage

The Plan Opportunity Homepage is the starting point for managing plan opportunities.

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

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

Working with Plan Opportunity Lists

The Plan Opportunities 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 opportunities.

Plan Opportunity List

Filters

All Plan Opportunities

All plan opportunities to which you have visibility, regardless of who owns the plan opportunity.

Recently Modified Plan Opportunities

All plan opportunities with your name in the Owner field, sorted by the modified 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 Recent Plan Opportunities

The Recently Modified Plan Opportunities section shows the plan opportunities that have been modified most recently. To expand the list, click Show Full List.

Adding Sections to Your Plan Opportunity Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Plan Opportunity Homepage:

  • Recently Created Plan Opportunities
  • Recently Modified Plan Opportunities
  • My Recently Created Plan Opportunities
  • My Recently Modified Plan Opportunities
  • Additional report sections (Your company administrator can make report sections available for display on your Plan Opportunity Homepage.)

To add sections to your Plan Opportunity Homepage

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


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