Managing Portfolio Accounts
To manage portfolio accounts, do the following tasks:
NOTE: This feature is not part of the standard application, so it might not be available in your version of Oracle CRM On Demand.
For step-by-step procedures that are common to many record types, see:
NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.
See the following topics for related Portfolio Account information:
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