Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition >

Configuring My Team Polices List

This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

Insurance agent managers can configure the My Team Policies List in the Policy List page to show all the policies owned by their subordinates. For more information about creating lists, see Oracle CRM On Demand Online Help.

Complete the steps in the following procedure to add the My Team Policies list to the Policy List page.

To configure My Team Polices list

1. Navigate to the Policy Homepage.
2. In the Policy List page, click the Manage Lists link.
3. Manage Policy Lists page, Click on New List
4. In the Search In section, select the All records I or my subordinates own option, and then click Save.
5. In the List Name field, enter My Team Policies.
6. For List Accessibility, select one of the following options based on your user role:
   • Private. Allows you alone to see the filtered list.
   • Public. Makes the list available to all employees. Public lists appear on the record Homepage for all employees at your company.
   • Role Specific. Make the list available only to users with a specific role.
7. Click Save and Run.