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

Appointment Record Type

The Appointment record type allows insurance professionals to capture additional information about appointments, such as new opportunities or the number of referrals.

Table 2 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 2. Appointment Record Type Fields
Field Name
Action

Appointment Rescheduled

Create a new check box field.

New Fact Finder

Create a new check box field.

New Opportunity

Create a new check box field.

Closing Interview

Create a new check box field.

Number of Referrals

Create a new Integer field.

    
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