Search and Explore Your Sales Information on the Landing (List) Pages

The landing pages provide you with powerful search and filtering capabilities that let you find and explore your sales information.

1. Put your cursor in the Ask Oracle bar and select a saved search as your starting point.

   Most saved searches already include filters, which appear in the bar. For example, the My Accounts saved search restricts the search to accounts where you're in the team or territory.

2. Enter filters and keywords:

   • Filter results on a specific field. For example, to filter all the accounts in Boston:

     1. Enter city.

     2. Select Primary Address: City to specify the address type.

     3. Select Equals as the operator.

     4. Enter the city name: Boston.

     See Filter a List and Filter by Numbers and Dates for more filter options.

   • Enter keywords to search on and press return. See Search Using Keywords

3. More search options.

   • Group your results by selecting the attribute from the Group By field.

   • Change the columns displayed in the search results by clicking Actions and selecting Manage Columns.

   • Change the order of the columns with select and drag.

   • Change the default sort order using the controls at the top of each column.

4. Save your search and criteria as a new saved search (Actions > Save)