- Title and Copyright Information
- Get Help
- 1 Introduction
- 2 Implementation (Setup) Users
- Setup Overview
- About Setup Users and Security
- Create Setup Users
- Provide the Initial User the Same Permissions as Other Setup Users
- Reset User Passwords and Update Email Addresses
- Give Users the Permission to View All Scheduled Processes
- 3 Accounting Calendar
- 4 Geography Data
- 5 Search
- Overview of Optional Setup for Adaptive Search
- Adaptive Search and Workspace
- Use Setup Assistant to Enable Search
- Search in Sales in Redwood and Classic Sales UIs
- Search Type Differences
- How Salespeople Search and What You Can Configure
- Make Additional Fields Searchable
- Change the Behavior of the Show Smart List Filter
- Classic Sales Search Setups
- 6 Saved Searches
- Saved Searches in Sales for Redwood and Classic Sales
- Overview of Saved Search Setup
- Saved Searches in Sales for Redwood
- Saved Searches Targeted at Different Users
- Review What Searches Are Available for a Sales Object
- Create Saved Searches for the Sales Organization
- Manage Saved Searches Page
- How do I share a saved search with everyone or with specific job roles?
- Remove a Saved Search from Use by Unsharing It
- Specify Which Saved Search Appears for Users by Default
- Rename a Saved Search
- Delete a Saved Search You Created
- Saved Searches in Classic Sales
- 7 Accounts and Contacts
- Account and Contact Basics
- Account Addresses
- Overview of Account and Contact Setup
- Add to the List of Available Industry Classification Categories
- Specify the Industry Classification Category for Accounts
- How do I enable duplicate checking in Sales?
- How can I enable multiple addresses for accounts?
- Display the Account at the Top of the Account Hierarchy in the Account Overview Tab
- Manage Address Types
- Show Account Invoices to the Sales Team
- 8 Mass Update and Inline Editing
- Mass Update
- Setup Overview
- Enable Mass Update
- Enable Mass Update and Inline Editing in Legacy Work Areas
- 9 Leads
- How to Handle Leads from External Sources
- Overview of Leads Setup
- Set Up the Assignment Rule for Assigning Leads
- Enable Lead Assignment
- Change the Values for Lead Rank and Lead Channel
- Run the Lead Assignment Process
- Display List of Unaccepted Leads
- Verify Your Leads Setup
- Update Leads with Most Recent Contact and Account Information
- Classic Sales Only
- FAQs for Sales Leads
- 10 Competitors
- 11 Opportunities
- Overview of Guided Sales Processes
- Setup Assistant and Opportunities
- Summary of Opportunity Setup
- What Opportunity Behavior You Can Configure and Where
- Configure Basic Opportunity Behavior
- Manage Sales Methods and Stages
- Clear Cache if New Values Don't Show Up in the UI
- Modify Opportunity Statuses
- Modify the List of Reasons Opportunities Are Won or Lost
- Enable Group By and Custom Aggregations for Opportunities
- Enable Revenue Lines UI Element
- Enable Credit Receiver Record Set Values
- 12 Sales Quotas
- 13 Configure the Navigator and Home Page
- A Single Page for All Your Sales Activities
- Workspace Infolets on the Classic Sales Home Page
- Setup Overview
- Configure Home Page Appearance
- Configure Navigation
- Enable and Configure Workspace Infolets (Classic Sales)
- 14 Microsoft 365 Integration for Redwood UX
- 15 Mobile
- 16 Account Data Enrichment and Verification
- Two Services to Enrich and Verify Your Data and Save Salespeople Time
- Enrichment and Verification You Can Start Using Right Away
- Three Ways to Enrich Data
- Overview of Data Enrichment and Verification Setup
- Integrate the Account Enrichment and Verification Services
- Enable the Verification of Addresses, Emails, and Phone Numbers
- Enable the Verify Address Button
- Add Enriched Fields to the UI
- Configure Enrichment Preferences
- 17 Computer Telephony Integration (CTI)
- Overview of Computer Telephony Integration (CTI) in Sales for Redwood
- Prerequisite Setup
- How do I configure profile options to enable the Partner Media toolbar
- How do I configure Multichannel Architecture (MCA) profile options?
- CTI Media Toolbar APIs
- Create a CTI Toolbar for Redwood
- Call Flow Parameter Settings
- Configure Seeded Interaction Outcome Values
- 18 Oracle Digital Assistant
- 19 Sales Recommendations
- 20 Quoting
- 21 Web Conference Integration
- 22 Sales Assistant
- Overview of Sales Assistant
- Overview of Sales Assistant Setup
- Prerequisite Adaptive Search Setup in Sales
- Validate Oracle Sales Assistant Configurations Using the System Status Tool
- FAQs for Sales Assistant
- Microsoft Teams
- Set Up Oracle Sales Assistant for Microsoft Teams
- Overview of Extending Sales Assistant for Microsoft Teams
- Navigate to Microsoft Teams Composer
- Assign Roles and Regions to Access Oracle Sales Assistant via Microsoft Teams
- Enable Attachments and Notes for Microsoft Teams
- About Page Layouts for Standard and Custom Objects
- About Page Layouts for Global Actions
- Create Your Own Page Layout for a Feature Using Microsoft Teams Composer
- Assign Roles to Page Layouts
- Assign Regions to Page Layouts
- Define Criteria for a Feature's Page Layout
- Add Custom Objects to Page Layouts
- Test Your Oracle Sales Assistant for Microsoft Teams Configuration
- Configure Microsoft Teams with Custom Scripts
- Enable Custom Scripts for Microsoft Teams Profile Option
- FAQs for Microsoft Teams
- CX Sales Mobile
- FAQs for CX Sales Mobile
- Common Configurations
- 23 Web Activity Rules