• Title and Copyright Information
• Get Help
• 1 About This Guide
  • Audience and Scope
  • Related Guides
• 2 The Basics
  • Home Page
  • Quick Tips to Get Started
  • Landing (List) Pages
  • Sales Dashboard
  • Notifications
  • Records
    • Anatomy of a Record
    • Ask Oracle Bar at the Top of the Record Overview
    • Activities
    • Best Practice Guidance from Orchestrations
    • How do I search and filter activities related to a record?
    • Filter and Search in Lists of Contacts and Other Objects in a Record
    • Update Multiple Records at the Same Time in List Pages
    • Mark a Record as Favorite
  • Display the Most Relevant Items to You
  • Verify Phone Numbers and Email Addresses
    • Verify Phone and Email
    • Overwrite an Invalid Contact Verification Status
    • Reverify a Phone Number or an Email Address
• 3 Search and Lists
  • Search and Explore Your Sales Information on the Landing (List) Pages
  • Search Using Keywords
  • Filter a List
  • Filter by Numbers and Dates
  • Group and Summarize Search Results
  • Navigate to the Next or Previous Record
  • How do I search in fields in the Edit (Details) pages?
  • Export Search Results
  • Change Fields Display in the List
  • Search for Resources
  • Search FAQs
    • Should I search by filter or keyword?
    • When should I search with filters?
    • What's the sort order in search results?
• 4 Saved Searches
  • Saved Searches
  • Manage Saved Searches
  • Save a Search
  • Hide a Saved Search
  • Set a Default Saved Search
  • Rename or Delete a Saved Search You Created
• 5 Leads
  • Create Leads and Close Deals
  • Lead Types
  • Create a Lead
  • Accept a Lead to Work On
  • Accept or Qualify Multiple Leads at the Same Time
  • Add Products to a Lead
  • Update Lead Information
  • Predict Lead Conversion Using AI Scores
  • Qualify a Lead
  • Convert a Lead Into an Opportunity
  • Retire a Lead
  • Add an Attachment to a Lead
  • Delete a Lead
  • View Lead Details in Oracle Eloqua
• 6 Accounts and Contacts
  • Accounts
    • Accounts Overview
    • Accounts Landing Page
    • Account Information
    • Hierarchy
    • Information Related to Accounts
    • Create an Account
    • Account Updates
    • The Ask Oracle Bar Functions on an Account
    • See Similar Accounts for an Account in Oracle Sales
    • See Sales Invoices for an Account
  • Contacts
    • Contacts Overview
    • Send a Contextual Email
    • Make a Call
    • Access Social Profiles
    • See the LinkedIn Profile of a Contact
    • The Related Objects of Contacts
    • Contact Updates
    • The Ask Oracle Bar Functions on a Contact
    • Campaigns for Your Contacts
  • Email Addresses and Phone Numbers
    • Contact Preferences for Calling and Email
    • Get a List of Contacts That Are OK or Not OK to Call or Email
    • Where can I see that a contact is OK or not OK to call and email?
    • How can I find out which phone numbers for a contact are OK to call?
    • Phones, Email Addresses, and Street Addresses
    • Primary Phones, Primary Emails, and Primary Addresses
    • Specify Which Phone, Email, and Street Address is Primary
    • Get a List of All Phone Numbers, Email Addresses, and Street Addresses
    • Add a Phone Number, Email Address, or Street Address to Accounts and Contacts
    • Update Phone Numbers, Email Addresses, and Contact Preferences
• 7 Rollups
  • What are rollups?
  • Search Using Hierarchy Rollups
  • Search for Contacts Using Rollups
  • Group Your Accounts and Contacts List by Rollup Values
• 8 Quotes and Quote Lines
  • Quotes
  • View All the Quotes of an Opportunity
  • Quote Lines You Can Access
• 9 Appointments and Tasks
  • Overview of Appointments and Tasks
  • Review and Edit Tasks and Appointments in the Activities Work Area
  • View a Task or an Appointment in One of the Associated Records
  • Set an Appointment or a Task Reminder
  • Sales Recommendations
  • Add and View Attachments for Tasks and Appointments
  • Remove a Completed Task from the Pending List
  • Appointments
    • Create an Appointment
    • Accept or Decline an Invitation to an Appointment
    • Find Out Who Responded to an Appointment Invitation
  • Tasks
    • Create a Task
    • Reassign Task Ownership to Someone Else
• 10 Email
  • Send an Email to a Contact
  • Send an Email About a Lead, an Opportunity, or an Account
  • Send or Log an Email Directly from Lists of Activities
  • Review Email Responses
  • Reply to Emails
  • Find and Review Emails
  • Log an Email You Sent or Received Outside the Application
  • Oracle Sales for Outlook
• 11 Calls
  • Make Yourself Available for a Call
  • Place an Outbound Call
  • Call a Contact Directly from the List of Activities
  • Receive an Inbound Call
  • Create a New Contact or Lead from an Unknown Caller
  • Log a Manual Call
  • Use Call Scripts
• 12 Performance
  • How can I improve the performance of my sales team?
  • About Key Performance Indicators (KPI)
  • Why can't I see the activity history for my custom KPI?
  • Contests
    • Create a Contest
    • Who has access to contests?
  • Goals
    • Create a Goal
    • Goal Progress Indicators Explained
    • What's the difference between a team goal and a goal?
    • Who has access to goals?
• 13 Opportunities
  • What are opportunities?
  • Overview of Opportunity Record Details
  • Create an Opportunity
  • Add an Attachment to an Opportunity
  • Close an Opportunity
  • Use Group By and Custom Aggregations for Opportunities
  • View Team and Territories Associated with an Opportunity
  • Owner Forecasts
  • Opportunity Revenue Lines
    • About Sales Catalog
    • Add Products to an Opportunity
    • View and Assign Sales Credits to Revenue Lines and Split Credit
    • About Recurring Revenue Schedules
    • Create and View Revenue Schedules on a Revenue Line
    • How can I see who's receiving sales credit for my opportunity?
• 14 Web Conference
  • About Web Conferences
  • Create a Web Conference Appointment
  • Manage My Web Conference