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Sales > Accounts > Managing Accounts

Managing Accounts

To manage accounts, perform the following tasks:

• Reassigning Accounts
• Changing an Account Primary Contact
• Linking Records to Accounts
• Linking Portfolio Accounts
• Specifying Parent Accounts
• Limiting Account Records Displayed
• Tracking Relationships Between Accounts

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Tracking Relationships Between Accounts and Contacts
• Tracking Partners and Competitors of Accounts
• Tracking Assets
• Tracking Revenue Based on Accounts

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Tracking Visits (Sales Calls) to Customers

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Creating Appointments for Multiple Accounts
• Analyzing Account Performance

If your user role includes the Maps Integration privilege, then you can also perform this procedure, Performing Proximity Searches.

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists
• Using Assessment Scripts
• Sharing Records (Teams)

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

Related Topics

See the following topics for related information:

• Account Fields
• Working with the Account Homepage
• Displaying Images on Record Detail Pages
• Working with Oracle Social Network
• Reports
• Importing Your Data