Using Account 360 Action Menu Options

When viewing a billing account in Account 360, the Smart Action bar is not displayed. Instead, you use the Action menu to perform additional actions to help you manage your billing account. This menu is only available when you are viewing a billing account in Account 360, and includes the following actions:

• Create Lead
• Create Opportunity
• Create Service Request
• View Work Queue
• View Needs Analysis Dashboard

Creating Leads, Opportunities, and Service Requests

All of the "create" options open an Oracle Redwood Sales or Oracle Fusion Service drawer, where you can create your new record. When you finish creating the record, the system navigates you to the new record in either Redwood Sales or Fusion Service. There, you can add additional details to the record. When you are finished updating the record, save your changes and use the browser back button to return to Account 360.

View Work Queue

Use the View Work Queue option to open the Work Queue. The system navigates you to the Work Queue, where you can manage service requests and to do records. When you are finished, you can either access the Business List and search for your account, or you can use your browser back button to return to Account 360.

View the Needs Analysis Dashboard

This option navigates you to the Needs Analysis Dashboard, where you can manage your interviews. When you are finished, use your browser back button to return to Account 360.