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Using Administrator Templates During Setup

You can use administrator setup templates to help you organize your company's information and implement Oracle CRM On Demand efficiently.

After you have entered your information in the templates, you can use the templates as a reference during setup and customization of the application.

To access administrator setup templates

  1. Click the link for the template you want.

    Links for the available templates are shown in the following section.

  2. Save the template to your computer.
  3. Open the saved file.

Available Setup Templates

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