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Oracle Sales Offline User Guide
Contents
Title and Copyright Information
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Preface
Introduction
- Oracle Sales Offline Overview
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- Oracle Sales Offline Prerequisites
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- Oracle Sales Offline Key Features
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- Hot Keys
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- Oracle Sales Offline Integrations
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- Accessing Oracle Sales Offline
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- Sync Preferences Form
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- Navigating in Oracle Sales Offline
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- Keyboard Navigation in Oracle Sales Offline
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- Setting Synchronization Preferences
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- Synchronizing Data
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- Conflict Resolution
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- Non-Validated Records (Rejected Records)
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- Client Logging
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- Date Picker Technology
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- My Filter and Address Filter Additions
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- Enabling Multi-Operating Unit Access
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- Version Identification in Oracle Sales Offline
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- Status Bar Messages
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Managing Tasks
- Overview of Managing Tasks
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- Entering Transactions and Details
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Managing Leads
- Overview of Managing Leads
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- Creating an Opportunity from a Lead
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- Leads and Sales Methodology
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Managing Opportunities
- Overview of Managing Opportunities
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- Overview of Managing Opportunity Line Level Forecasts
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- Creating a Quote from an Opportunity
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Managing Quotes
- Overview of Managing Quotes
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- Quotes and Operating Units
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- Defaulting Business Rules
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Managing Customers
- Overview of Managing Customers
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Index
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