Configuration Guide for Oracle CRM On Demand Financial Services Edition
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Configuration Overview of Oracle CRM On Demand Financial Services Edition
About Oracle CRM On Demand Industry Editions
About Configuring Oracle CRM On Demand Financial Services Edition
Configuring Oracle CRM On Demand Financial Services Edition
Process of Configuring Oracle CRM On Demand Financial Services Edition
Configuring Field Setup for Oracle CRM On Demand Financial Services Edition
Record Types for Oracle CRM On Demand Financial Services Edition
Activity Record Type
Appointment Record Type
Broker Profile Record Type
Contact Record Type
Contact Interests Record Type
Claim Record Type
Coverage Record Type
Financial Account Record Type
Financial Account Holder Record Type
Financial Plan Record Type
Financial Products Record Type
Financial Transaction Record Type
Household Record Type
Insurance Property Record Type
Involved Party Record Type
Lead Record Type
Opportunity Record Type
Policy Record Type
Policy Holder Record Type
Service Request Record Type
Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition
Example Configuration Picklists
Contact Interests
Service Requests
Financial Products
Activity Type
Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition
Adding an Outlook Web Applet to a Task Detail Page as Related Information
Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition
Setting Up Related Information Page Layouts for Oracle CRM On Demand Financial Services Edition
Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition
Setting Up Access Profiles for Financial Services Roles
Creating Financial Services Roles
Configuring Custom Objects for Policies
Configuring Books
Configuring My Team Polices List
Configuring Workflows for the Producer Success Model
About Configuring Workflows for the Producer Success Model
Configuring Workflow Rules and Actions for the Producer Success Model
Workflow Rule for Creating a Referral Call When a New Lead is Created
Workflow Rules for Creating Followup Calls Based on Call Results
Followup Calls for Referral Calls Where the Result Is No Reach
Followup Calls for Review Calls Where the Result Is No Reach
Followup Calls for Birthday Calls Where the Result Is No Reach
Followup Calls for Referral or Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week and Is Within Six Months
Followup Calls for Birthday Calls Where the Result Is Stay in Touch and the Birthday Is Within Six Months
Followup Calls for Review Calls where the Result is Stay in Touch and the Birthday is Within the Current Week or Unknown
Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not Within Six Months
Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week and Within Six Months
Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week or Is Unknown
Workflow Rules for Scheduling Calls with Clients
Schedule Calls with Clients Where the Birthday Is Not in the Current Week and Is Within Six Months
Schedule Calls with Clients Where the Birthday Is Unknown, Is in the Current Week, or Is Not Within Six Months
Schedule Calls with Clients Where the Birthday Is Within Six Months and Is Not in the Current Week
Schedule Tasks for Calls to Clients where the Birthday is in the Current Week or is Not Within Six Months
