Bookshelf Home | Contents | Index | PDF |
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 TypeThe 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.
|
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 36 | Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |