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Process of Managing Accounts

To manage accounts, perform the following tasks:

  1. Review the account fields and related information, see Account Fields.
  2. Create a new account record, see Creating Records.
  3. Define the key contacts and contact roles, see Contacts and Adding Roles.
  4. Track the account-related activities and notes, see Activity Fields and Adding Notes.
  5. Assign the account ownership and visibility, see Access Profile Management and Sharing Records (Teams).
  6. Associate partners and competitors with the account, see Tracking Partners and Competitors of Accounts.
  7. Define the account relationships, see Tracking Relationships Between Accounts.

    Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

  8. Add the revenue records to the account, see Tracking Revenue Based on Accounts.

    Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

  9. Forecast the account revenue, see Tracking Revenue Based on Accounts.

    Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

  10. Track the account assets, see Tracking Assets.

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