Working with the Deal Registration Homepage
The Deal Registration Homepage is the starting point for managing deal registrations.
NOTE: Your company administrator can customize the layout of your Deal Registration 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 Deal Registration
You can create a deal registration by clicking the New button in the Recently Viewed Registrations Waiting for My Approval section. For more information, see Creating Records and Deal Registration Fields.
Working with Deal Registration Lists
The Deal Registration Lists section shows a number of filtered lists. Oracle CRM On Demand has 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 are some of the sections that can be displayed on your Deal Registration Homepage.
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.
Deal Registrations Waiting for My Approval
The Deal Registrations Waiting for My Approval section shows all deal registrations for which you are the current approver, but have not yet approved.
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Deal Registration Homepage:
Adding Sections to Your Deal Registration Homepage
If your user role includes the Personalize Homepages privilege, you can add additional sections to your Deal Registration Homepage, depending on which sections your company administrator has made available for display on your Deal Registration Homepage.
To add sections to your Deal Registration Homepage
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