About Page Layouts for Global Actions

You can create Sales Briefing layouts for specific roles, including custom roles, by either hiding or displaying the information related to pipeline, tasks or appointments for the particular role.

This can be particularly useful for sales managers who don't have a pipeline and so don't want to see blank pipeline information on their home page. You can also define the definition of pipeline based on Workspace saved searches.

Here's how you configure the Sales Briefing response:

1. In the Application Features pane, click Global Actions.

2. In the Layouts pane, click the Click to Clone icon to create a new Sales Briefing layout.

3. Enter a layout name and click Ok.

   All the Sales Briefing information is displayed by default. You can hide specific information from the Edit Layouts pane by clicking the Show icon to enable or disable the information on the card.

   You can also add a saved search to the pipeline card by clicking the Actions menu (3 horizontal dots icon) beside the pipeline row.

   Tip: If you want to assign a role to your Sales Briefing layout, add the role in the Assigned Roles pane.

4. Click Save.

5. Test and publish your new page layouts.

See the "Test Your Oracle Sales Assistant for Microsoft Teams" topic for details about how to check your page layout configuration changes.