Information Related to Accounts

You can view information related to accounts in the panels on the account overview. Some panels provide recommendations. Others provide information and access to objects related to accounts. Which panels appear, depends on setup by your administrator.

Here are a few of the common panels you might see on an account:

Contacts

The Contacts panel:

• Shows the contacts associated with an account, sorted by the last updated date.
• The phone number appears as a link for a contact. Click the link to make a call using the built-in telephony.
• To see the complete list of contacts, click View All Contacts.

Opportunities

The Opportunities panel:

• Shows the rolled-up value of potential revenue from open opportunities.
• Opportunities are sorted by the last updated date, current stage, and the expected revenue from the opportunity.
• To see the complete list of opportunities, click View All Opportunities.

Leads

The Leads panel:

• Shows the rolled-up value of the number of open leads and potential revenue from the leads.
• Leads are sorted by the last updated date, status, lead score, and deal size. You can also see the related leads and can navigate to their details.
• To see the complete list of leads, click View All Leads.

Quotes and Orders

Note the following about the Quotes and Orders panel:

• You can see the Quotes and Orders panel only if it's enabled. Otherwise, use the Ask Oracle bar to view the quotes and orders of the account.
• The panel lets you see the potential revenue from open and processing orders, and revenue earned from closed orders. Quotes and orders are sorted by the last updated date.
• To see the complete list of quotes and orders, click View All Quotes and Orders.

Service Requests

The Service Requests panel:

• Shows the rolled-up value of the number of critical service requests and the total open service requests on the account.
• Service requests are sorted by status, criticality, and the last updated date. You can also see the related service requests and can navigate to their details.
• To see the complete list of service requests, click View All Service Requests.

Assets

The Assets panel:

• Shows the rolled-up value of the number of active assets of an account.
• Assets are sorted by the status, unit price, and the last updated date.
• To see the complete list of assets, click View All Assets.