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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Record Types for Oracle CRM On Demand Financial Services Edition > Broker Profile Record TypeThe Broker Profile record type allows insurance professionals to capture demographic information about the broker such as broker name, address, phone numbers, fax number, Web site, description of business, and so on. Table 3 shows the fields values that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.
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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. | |