Creating an Account from the Business List

Using the Create Account button on the Business List, you can create a new Oracle Fusion account record. When you click this button, the Create Account drawer opens on the right side of the screen, and enables you to quickly create a new account in the Oracle Redwood Sales system.

For additional information about managing Oracle Fusion accounts, see "Accounts and Contacts" in the Using Sales in the Redwood User Experience.

Create an Account

To create a new account from the Business List:

1. Access the Business List and click the Create Account button.
2. The system opens the Create Account drawer from the Oracle Redwood Sales system on the right side of the screen.
3. Complete the account details and click Create.
4. The drawer closes and navigates you to Account 360 for your new record.
5. Click the Business List link at the top right to return to the Business List.