Sales > Managing Sales > Process of Managing Accounts
Process of Managing Accounts
To manage accounts, perform the following tasks:
- Review the account fields and related information, see Account Fields.
- Create a new account record, see Creating Records.
- Define the key contacts and contact roles, see Contacts and Adding Roles.
- Track the account-related activities and notes, see Activity Fields and Adding Notes.
- Assign the account ownership and visibility, see Access Profile Management and Sharing Records (Teams).
- Associate partners and competitors with the account, see Tracking Partners and Competitors of Accounts.
- Define the account relationships, see Tracking Relationships Between Accounts.
Note: This step is specific to Oracle CRM On Demand Financial Services Edition.
- Add the revenue records to the account, see Tracking Revenue Based on Accounts.
Note: This step is specific to Oracle CRM On Demand Financial Services Edition.
- Forecast the account revenue, see Tracking Revenue Based on Accounts.
Note: This step is specific to Oracle CRM On Demand Financial Services Edition.
- Track the account assets, see Tracking Assets.
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