Using Smart Actions from Account 360

You use the header section of Account 360 to access the Smart Action bar. This bar is available only when you are viewing an Oracle Fusion account, and is not displayed when you are viewing a billing account. Smart actions allow you to access other forms to help you manage your key accounts. For example, you can use smart actions to:

• Create Service Request
• Create Lead
• Show Contacts
• Select Billing Account
• Show Account Hierarchy
• View Work Queue

The options that are available to you in the Smart Action bar are determined by your utility. Additionally, the utility can add or remove smart actions, and they can configure smart actions to determine their behavior. For example, some smart actions will open a drawer over the Account 360 screen, while other actions will navigate you to a new screen. To return to Account 360, save your work and close the drawer, or use your browser back button.

For more information on smart actions, see Workspace and Work Areas Search in the Using Sales Guide.

Additionally, many smart actions open Oracle Redwood Sales or Service applications. For information about using Oracle Redwood Sales or Oracle Service applications, see:

• Using Sales in the Redwood Experience Guide
• Using Service Center in the Redwood Experience Guide

The following topics provide some examples of how to use smart actions:

• Selecting a Billing Account from Account 360
  
• Viewing Account Contacts
  
• Creating a Service Request from Account 360
  
• Creating a New Lead
  
• Creating a New Opportunity
  
• Accessing the Account Hierarchy