Accessing CX for Utilities Sales

To access the features of CX for Utilities Sales, you start from the Oracle Fusion Home Page. All roles use the same process to log in, but the system displays different tabs depending on the roles assigned to the logged-in user.

Note: Contact your manager to receive log in information for the Oracle Fusion Home Page.

To access the solution:

1. From the Oracle Fusion Home Page, click the menu button at the top left of the screen.

2. Select Digital Sales or Service, and then click the Utility Accounts button. The availability of this button under the Sales and Service menu options is based on your user role, as follows:

   • The Utility Accounts button is available under the Digital Sales menu for KAM Sales, KAM Sales Supervisors, and KAM Administrator roles.

   • The Utility Accounts button is available under the Service menu for KAM Service, KAM Service Supervisors, and KAM Administrator roles.

3. By default, the system displays the Business List: page tab.

   System administrators can change the default landing tab by role or by user as needed, using profile options.

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