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Sales

Oracle CRM On Demand provides the following record types for sales information:

  • Accounts. Use these pages to manage information about the companies with whom you do business.
  • Contacts. Use these pages to track people associated with your accounts and opportunities.
  • Opportunities. Use these pages to manage potential revenue-generating opportunities.
  • Forecasts. Use these pages to generate forecasts to project quarterly revenue based on the existing opportunities.

The Leads record type is also related to the sales area, because leads might be converted to opportunities.

Oracle CRM On Demand also provides the following record types for sales and business planning information:

  • Business Plan. Use these pages to establish strategic goals and actions for accounts, contacts, or products.
  • Objective. Use these pages to manage higher-level goals that you want to achieve.
  • Plan Account. Use these pages to track how accounts are mapped to business plans.
  • Plan Contact. Use these pages to associate contacts with business plans.
  • Plan Opportunity. Use these pages to associate opportunities with business plans

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