Oracle CRM On Demand Desktop Administration Guide > Overview of Oracle CRM On Demand Desktop > Scenarios for Using Oracle CRM On Demand Desktop >

Scenario for Working with an Activity That Is Associated with an Opportunity

This scenario gives one example of how you might use Oracle CRM On Demand Desktop with an activity that is associated with an opportunity. You might use Oracle CRM On Demand Desktop differently, depending on your business model.

On Friday afternoon, a sales manager reviews the Big Deal opportunity and realizes that it has been inactive for some time. The manager does the following work in Microsoft Outlook to assign the task to a sales representative:

• Creates a new Microsoft Outlook task
• Associates the Big Deal opportunity with the newly created Microsoft Outlook task, and completes the other details of the task
• Sends the task to the assigned sales representative

On Monday, the representative uses Microsoft Outlook to view opportunities. The representative examines the opportunity and notices the new activity, notices the assignor, and realizes that an upcoming demonstration must be revised. To examine more information the representative drills down on the activity record. On Thursday, the representative finishes revising the demonstration and changes the activity status to Done.

To view the activities that are assigned and completed, on Friday, the sales manager uses a customized version of Oracle CRM On Demand Desktop to choose the Oracle CRM On Demand Activities view in the Activities Folder.