Bookshelf Home | Contents | Index | PDF     

Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Configuring Key Accounts >

Restrictions on Configuring Key Account Management Record Types

Before you start configuring the key planning and marketing record types for key account management, note the following restrictions:

  • You can associate a business plan with several messaging plans and events.
  • You can associate a campaign with an objective and several events.
  • You can associate an event and an objective with only one fund.
  • You can associate a fund request with several activities.

To use key account management, you must configure certain record types correctly, see Process of Configuring Key Account Management Record Types.

    
Configuration Guide for Oracle CRM On Demand Life Sciences Edition, Release 32 Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices.