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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Configuring My Team Polices ListThis task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition. Insurance agent managers can configure the My Team Policies List in the Policy List page to show all the policies owned by their subordinates. For more information about creating lists, see Oracle CRM On Demand Online Help. Complete the steps in the following procedure to add the My Team Policies list to the Policy List page. To configure My Team Polices list
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Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 32 | Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |