Working with the Dealer HomepageThe Dealer Homepage is the starting point for managing dealers. NOTE: Your company administrator can customize the layout of your Dealer Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page. Creating a DealerYou can create a dealer by clicking the New button in the My Recently Viewed Dealers section. For more information, see Creating Records and Dealer Fields. Working with Dealer ListsThe Dealer Lists section shows a number of lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria. The following table describes the standard lists for dealers.
To view a list, click the list name. To create a new list, click New. For more information about creating lists, see Creating and Refining Lists. To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them. Viewing Recently Modified DealersThe My Recently Viewed Dealers section shows the dealers that you viewed most recently. To expand the list, click Show Full List. Viewing Dealer-Related OpportunitiesThe Dealer-Related Opportunities section shows the top opportunities that are assigned to you. To expand the list of dealer-related opportunities, click Show Full List. Adding Sections to Your Dealer HomepageIf your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Dealer Homepage:
To add sections to your Dealer Homepage
Related InformationSee the following topics for related dealer information: |
Published 7/3/2018 | Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices. |