Navigating the Account Hierarchy

You can use the Show Account Hierarchy smart action in Account 360 to access the account hierarchy for a selected account. You can click on different cards within the hierarchy to change the focus, and view information about child accounts or about associated billing accounts. Within the hierarchy, you can use the action menu on the focus card to perform additional actions.

View the Account Hierarchy

To view the account hierarchy:

  1. Access Account 360 for your account.
  2. In the Smart Action bar, type and then select Show Account Hierarchy.
  3. The system opens the Account Hierarchy page and displays the account structure in cards, using the selected account as the focus card.
  4. Select the appropriate option at the top of the screen to include or exclude child data from your cards.
  5. Click on different cards to change the focus card and view additional relationships in the hierarchy.
  6. Select the Billing Accounts tab in the focus card to view all billing accounts that are associated with the focus card account.
  7. To return to Account 360 for the account you were originally viewing, use the Back arrow at the top left of the page.
  8. To see Account 360 for a different account, make the account you want to view the focus card, and then click the Account Title hyperlink on the card.

Use Action Menu Options in the Account Hierarchy

To use action menu items in the account hierarchy:

  1. Access Account 360 for your account.
  2. In the Smart Action bar, type then select Show Account Hierarchy.
  3. The system opens the Account Hierarchy page and displays the account structure in cards, using the selected account as the focus card.
  4. Click the Action menu on the right side of the focus card and select one of these options:
    • View Team
    • Create Note
    • Create Appointment
    • Create Task
    • Send Email
  5. A drawer opens with the relevant information from Oracle Redwood Sales. See the Using Sales in the Redwood Experience Guidefor additional information.
  6. View and update the information as needed and save your changes.
  7. Close the drawer and return to the account hierarchy to continue working.

Parent topic: Using the Account Hierarchy