Oracle Sales User Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Sales

Oracle Sales Overview

Key Oracle Sales Features

Interface Access and Navigation

Sales User Searches

Sales Manager Searches

Views as Saved Searches

Sales Dashboard

Leads Management

Opportunities Management

Customer Management

Contact Management

Calendar and Task Management

Notes Management

Forecasting in Oracle Sales

Sales Campaigns in Oracle Sales

Sales Methodologies in Oracle Sales

Oracle Sales Integrations

Competitor Tracking in Oracle Sales

Daily Business Intelligence (DBI) for Sales

Personalization in Oracle Sales

Setting User Preferences for Specific Fields

Information Access

Ensuring Data Quality

Working with Multi-Organization Access

Product Dependencies

Oracle Sales Example Flows

Examples of Task Flows in Oracle Sales

Create and Rank a Lead

Convert a Lead to an Opportunity

Update an Opportunity

Create a Quote from an Opportunity

Create a Sales Forecast

Perform a Campaign Activity

Create a Customer - Duplicate Warning

Oracle Sales Quick Reference

Using Oracle Sales

Sales Dashboard

Leads

      Viewing, Creating, and Updating a Lead

      Creating an Opportunity from a Lead

      Viewing Lead History

Sales Methodologies

      Using a Sales Methodology

Opportunities

      Viewing, Creating, and Updating an Opportunity

      Creating a Quote from an Opportunity

      Closing an Opportunity

      Viewing Opportunity History

Customers

      Viewing, Creating, and Updating a Customer (Organization)

      Viewing, Creating and Updating Customers (Persons)

Contacts

      Viewing, Creating, and Updating a Contact

Sales Campaigns

      Creating a Sales Campaign Activity

      Viewing Sales Campaign Details

Forecasting

      Creating and Updating a Forecast

      Forecasting as a Sales Manager

      Forecasting as a Sales Administrator of the Sales Group

Tasks

      Creating and Updating Tasks

Calendar

      Creating and Updating Appointments

Quotes

Proposals

Sales Commission Statements

Earnings Statement

Attainment Summary

Year to Date Summary

Reports

      Report Access

      Actions in Reports

      Customizations in Reports

      Opportunity Reports

Index