Viewing Account Contacts

When you are dealing with large commercial or industrial accounts, there are typically multiple people at the company or organization that are listed as contacts. In addition to viewing the primary contact on the Account 360 header, you can use the Show Contacts option from the Smart Actions bar to see a complete list of all of the contacts associated with the account. When you select this option, the system displays the list of contacts in the Oracle Redwood Sales system.

See the Accounts and Contacts chapter in the Using Sales in the Redwood Experience Guide for additional information about working with account and contact records.

View Account Contacts

To view account contacts:

1. Access Account 360 for your account.
2. In the Smart Action bar, type, and then select Show Contacts.
3. The system opens the account contacts in the Oracle Redwood Sales system.
4. View and update the contact information as needed, and then save your changes.
5. Use your browser back button or click Go to Overview to return to Account 360.