1. How do I implement Microsoft 365 for Oracle Sales Redwood UX?
  2. Summarize Calls so Salespeople Can Quickly Enter Meeting Notes and Outcomes

Summarize Calls so Salespeople Can Quickly Enter Meeting Notes and Outcomes

Remind the salespeople to follow up on the day's meetings with a summary of the calls to log in the Insights page. Salespeople can capture notes for a meeting outcome or create follow-up activities.

The Calls to Log list displays the first three appointments in the order that the meetings occurred. Salespeople can view all appointments if there are more than three completed daily appointments. They can click Calls to Log from Last 7 Days if there are calls to log from the previous seven days. You can change the date range from seven to any number of days in the past.

Salespeople can dismiss the reminder if they don't need to follow up. In addition, salespeople get proactive notification when a meeting starts. Clicking on the notification opens a page that lets them take notes on the currently running meeting.

Enable the Calls to Log Card

To enable the Calls to Log card in the add-in, make sure that these profile options are set to Yes:

  • Interactions Call Wrap Ups Enabled (ORA_ZCA_ENABLE_INTERACTIONS_CALL_WRAP_UPS)
  • Interaction Tracking Enabled (ORA_ZCA_ENABLE_TRACKING_INTERACTIONS)

Here's how to set the profile options:

  1. Sign in as a user with the Sales Administrator job role or as a setup user.
  2. In Setup and Maintenance, search for the select the Manage Administrator Profile Values task.
  3. Search for the profile options using the codes listed, and set them to Yes.
  4. Save your work.

Hide or Show the Calls to Log Card

The Calls to Log card is enabled by default. You can hide it altogether in Application Composer. Here's how:

  1. Sign in as the sales administrator or as a setup user.
  2. Ensure that you're working in an active sandbox with Application Composer enabled.
  3. Go to Navigator > Configuration > Application Composer.
  4. Select Productivity Applications Setup from the Overview region.
  5. Select the Oracle Sales for Outlook tab to get to the Oracle Sales Outlook Composer.
  6. Click the Cards icon.
  7. In the Layouts pane, click the Click to Clone icon for the standard layout, and enter a layout name that reflects the purpose of the layout.
  8. Select your new layout.
  9. Click the Calls to Log card in the center panel.
  10. To disable the card, in the Calls to Log Card Settings section, move the Show Card toggle to the off position.
  11. After making updates to your page layout, click Save in the configuration tool page, and test and publish your new page layout. See the Test Your Oracle Sales for Outlook Configurations topic for details about how to check your Oracle Sales for Outlook configurations.