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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.

Deal Registration Lists

Description

All Deal Registrations

This list displays all records to which you have visibility, regardless of who owns the record. It does not filter deal registrations.

Recently Modified Deal Registrations

Filters all deal registrations, sorted by the modified date.

Recently Created Deal Registrations

Filters all deal registrations, sorted by the created date.

Recently Viewed Deal Registrations

Filters all deal registrations, sorted by the order of the most recently viewed.

Deal Registrations expiring in the Next 30 Days

All approved deal registrations with an expiration date that falls within the next 30 calendar days from the present date.

Deal Registrations Waiting for My Approval

All deal registrations with the approval status of Pending Approval for which you are the current approver.

Deal Registrations with no Activity in the Past 30 Days

All approved deal registrations that have seen no activity on the associated opportunity within the past 30 calendar days from the present date.

Active Deal Registrations

All deal registrations with an approval status of Approved.

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.

Other Sections

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

  • Approved Deal Registrations
  • Deal Registrations Expiring in the Next 30 Days
  • Deal Registrations with no Activity in the Past 30 Days
  • Recently Created Deal Registrations
  • Recently Modified Deal Registrations
  • Active Deal Registrations
  • One or more report sections [Your company administrator can make report sections, such as the Approved Registrations by Deal Size (Bar chart), Approved Registrations by Age (Bar chart), Registrations by Status (Pie chart), Registrations resulting in Win (By Period) (Bar chart), or Number (#) of registrations (By Period) (Bar chart).]

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

  1. On the Deal Registration Homepage, click Edit Layout.
  2. On the Deal Registration Homepage Layout page, click the arrows to add or remove sections and to organize the sections on the page. Then click Save.

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