Home Page

The home page is the first place you land when you sign in to your application.

• After you sign in, make sure you're on the Digital Sales tab to use Digital Sales features. The Sales tab, if it's available to you, includes many of the same icons, but they open the CX Sales UI.

• Open the different business objects and work areas by clicking the navigation icons. Which navigation icons are available depends on your role and how your administrator has set up your application. Here's a sample list:

  • Accounts

  • Contacts

  • Activities

    Tasks and appointments.

  • Leads

  • Opportunities

  • Sales Dashboard

    Overview of upcoming tasks, appointments, the pipeline, and other items requiring your attention. A good place to start your day.

  • My List

    List of accounts, contacts, leads, and opportunities that you recently accessed or that have an activity you're associated with. Items accessed more often get higher priority on the list.

  • Sales Performance

    The work area for contests and goals.

• From the Quick Actions column, you can create new items. Which items you can create depends on your permissions. For example, only inside sales managers can create goals and contests.

• The Navigator (the hamburger menu) provides an alternative way of getting to the same Digital Sales objects and work areas as the navigation icons. The menu includes many selections that aren't relevant to Digital Sales, so you may as well stick to the icons.

• Except for the Home and Notifications buttons, the other icons at the top of the page aren't used for Digital Sales. They're intended for the CX Sales application on which Digital Sales is built and for other Oracle Fusion Cloud applications. Note that while you can view notifications by clicking Notifications (the bell icon) on the Home page, you must be in one of the Digital Sales pages to open the Digital Sales items you're being notified about.

• To sign out of the application, click your initials at the top right-hand side of the page and select Sign Out from the Settings and Actions menu.

Here's a screenshot of the Digital Sales tab on the home page showing some of the main features:

Home Page Anatomy

Callout	Description
1	Digital Sales tab with navigation to features available in the Digital Sales UI. You can access other sales features on the Sales tab.
2	Navigation icons.
3	Actions you can take directly from the home page.
4	Setting and Actions menu where you can sign out.
5	Navigator that you can use to get around instead of the navigation icons.
6	Home icon available on any page.
7	Notifications. You can view your notifications from the Home page, but you must be in a Digital Sales page to open related records.