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Oracle Sales User Guide
Contents
Title and Copyright Information
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Preface
Introduction to Oracle Sales
- Oracle Sales Overview
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- Key Oracle Sales Features
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- Interface Access and Navigation
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- Sales User Searches
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- Sales Manager Searches
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- Views as Saved Searches
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- Sales Dashboard
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- Leads Management
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- Opportunities Management
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- Customer Management
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- Contact Management
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- Calendar and Task Management
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- Notes Management
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- Forecasting in Oracle Sales
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- Sales Campaigns in Oracle Sales
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- Sales Methodologies in Oracle Sales
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- Oracle Sales Integrations
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- Competitor Tracking in Oracle Sales
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- Daily Business Intelligence (DBI) for Sales
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- Personalization in Oracle Sales
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- Setting User Preferences for Specific Fields
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- Information Access
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- Ensuring Data Quality
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- Working with Multi-Organization Access
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- Product Dependencies
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Oracle Sales Example Flows
- Examples of Task Flows in Oracle Sales
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- Create and Rank a Lead
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- Convert a Lead to an Opportunity
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- Update an Opportunity
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- Create a Quote from an Opportunity
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- Create a Sales Forecast
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- Perform a Campaign Activity
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- Create a Customer - Duplicate Warning
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Oracle Sales Quick Reference
- Using Oracle Sales
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- Sales Dashboard
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- Leads
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- Viewing, Creating, and Updating a Lead
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- Creating an Opportunity from a Lead
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- Viewing Lead History
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- Sales Methodologies
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- Using a Sales Methodology
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- Opportunities
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- Viewing, Creating, and Updating an Opportunity
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- Creating a Quote from an Opportunity
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- Closing an Opportunity
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- Viewing Opportunity History
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- Customers
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- Viewing, Creating, and Updating a Customer (Organization)
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- Viewing, Creating and Updating Customers (Persons)
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- Contacts
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- Viewing, Creating, and Updating a Contact
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- Sales Campaigns
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- Creating a Sales Campaign Activity
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- Viewing Sales Campaign Details
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- Forecasting
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- Creating and Updating a Forecast
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- Forecasting as a Sales Manager
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- Forecasting as a Sales Administrator of the Sales Group
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- Tasks
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- Creating and Updating Tasks
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- Calendar
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- Creating and Updating Appointments
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- Quotes
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- Proposals
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- Sales Commission Statements
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- Earnings Statement
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- Attainment Summary
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- Year to Date Summary
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- Reports
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- Report Access
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- Actions in Reports
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- Customizations in Reports
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- Opportunity Reports
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Index
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