Managing Account Records Using Business List Actions

When managing existing accounts, you often need to associate additional records with the account, such as contacts, leads, service requests, or appointments. To add additional records to an existing account, such as an appointment or a service request, you can search for the account you want to manage in the Business List, and then choose from a list of action menu items, which include:

• Create Contact: This option enables you to create a new contact associated with the selected account.
• Create Service Request: This option enables you to create a new service request associated with the selected account.
• Create Lead: This option enables you to create a new sales lead associated with the selected account.
• Create Opportunity: This option enables you to create a new sales opportunity associated with the selected account.
• Create Note: This option enables you to create a new note activity associated with the selected account.
• Create Appointment: This option enables you to create a new appointment activity associated with the selected account.
• Add to Favorites/Remove from Favorites: This option enables you to mark an account as a favorite, or remove it from your list of favorite accounts. When marked as a favorite, the option reads Remove from Favorites. When not marked as a favorite, the option reads Add to Favorites, and the account is then viewable when you use the Favorites option on the Business List.
• Create Task: This option enables you to create a new task activity associated with the selected account.
• Log a Call: This option enables you to log the details of a call you had with the selected account.
• Send Email: This option enables you to create and send a new email activity associated with the selected account.

When you select any of these action menu items (except for the Favorites options), a drawer opens and displays the appropriate screen from the Oracle Redwood Sales or Oracle Fusion Service system. When you are done creating the record, the drawer closes and returns you to the Business List, or brings you to the newly created record.

For additional information about managing Oracle Fusion accounts, including how to create contacts, leads, opportunities, and activities, see the following items in the Using Sales in the Redwood User Experience Guide Using Sales in the Redwood Experience Guide:

• Contacts
• Leads
• Opportunities
• Appointments and Tasks
• Email

Additionally, see the Using the Service Center in the Redwood Experience Guide for information about working with service requests.

Perform Account-Related Actions

To perform account-related actions from the Action menu:

1. Search for your account.
2. On the right side of the screen, click the Actions menu for the record you want to update, and then select one of these options:
   • Create Contact
   • Create Service Request
   • Create Lead
   • Create Opportunity
   • Add to Favorites
   • Remove from Favorites
   • Create Note
   • Create Appointment
   • Create Task
   • Send Email
3. The system opens the associated screen from the Oracle Redwood Sales or Oracle Fusion Service system in a drawer. Be aware that this step, and the remaining steps in this task, are not applicable for the Add to/Remove from Favorites option.
4. Create your record as needed, and then click Create.
5. In most cases, the drawer closes and returns you to the Business List. However, there are exceptions, such as:
   • If you're creating a new contact, the system opens the Edit Contact drawer, where you can mark this contact as the primary contact for an existing account, and then click Save to return to the Business List.
   • If you're creating a lead, opportunity, or service request, the system navigates you to the newly created record where you can edit it.