Entering Customers in Oracle Sales and Marketing
When entering customers for use with Oracle Sales and Marketing, you can enter additional information to help track your customers.
Prerequisites
To enter marketing information for a customer:
1. Navigate to the Customer Summary or the Customers window.
2. Query the customer to which you want to assign marketing information.
If you are using the Customer Summary, choose Open, then continue with this step.
If you are assigning marketing information to a customer, skip to the next step.
If you are assigning a marketing information to an address, open the Addresses alternate region. Select the address to which you want to assign the marketing information, then choose Open.
3. Open the Marketing alternative region.
4. Enter statistical information such as number of employees and year established.
5. Enter the ending month for the analysis year and the analysis year (fiscal year).
6. Enter revenue for the current year and projected revenue for the next year.
If you are entering information for an account that is a new address for an existing company, that account inherits fiscal information from its company. You can change the information for an account if it differs from the previous listing.
7. Indicate whether the company is a competitor, a sales partner, or can be used as a reference by checking the appropriate check boxes.
8. Enter the customer's mission statement (optional).
Enter customers