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Administering Oracle CRM On Demand > Using Administrator Templates During Setup

Using Administrator Templates During Setup

You can use administrator setup templates to help you organize your company's information and implement Oracle CRM On Demand efficiently.

After you have entered your information in the templates, you can use the templates as a reference during setup and customization of the application.

To access administrator setup templates

1. Click the link for the template you want.

   Links for the available templates are shown in the following section.

2. Save the template to your computer.
3. Open the saved file.

Available Setup Templates

User Management & Access Control Template

Assessment Setup Template

Fields Setup Template

Page and Related Information Layout Template

Homepage Layout Template

Sales Methodology Template

Record Assignment Template

Address and Phone Mappings by Country Template

Search Layout Template