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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.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

Related Information

See the following topics for related Portfolio Account information:


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