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Oracle® Field Sales Laptop Part No. A95947-02

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Preface
Understanding Oracle Field Sales/Laptop
Click here to navigate to content links
Content Links
Understanding Trading Community Architecture
Understanding the Mobile Device Gateway
Overview of Functionality
About Navigating Through Field Sales/Laptop
Using Oracle Field Sales/Laptop
I Logging On
Logging On
Using Your Home Page
Synchronization
I Synchronizing the Database or Application
Synchronizing the Database or Application
Calendar Tab
Creating a Task
Viewing and Maintaining Task Details
Managing Your Calendar
I Create an appointment
Creating Appointments
Maintaining Appointments
Viewing Appointments
I Daily
I Weekly
Viewing Appointments by Day
Viewing Appointments by Week
Viewing Appointments by Month
Viewing Appointments by Combination (Day with Today’s Tasks)
Go To a Date
Opportunity Tab
Creating an Opportunity
Maintaining Opportunity Details
Searching for an Opportunity
Sales Credits (Opportunity)
I Distribute sales credits
Distributing Sales Credits (Opportunity)
Adding a Person to Receive Sales Credits (Opportunity)
Adding a Partner to Receive Sales Credits (Opportunity)
Adding New Contacts (Opportunity)
Notes (Opportunity)
I Create a note
Creating Notes (Opportunity)
Searching and Viewing Notes (Opportunity)
Sales Teams (Opportunity)
I Add a sales team member
Adding a Sales Team Member (Opportunity)
Adding a Partner to a Sales Team (Opportunity)
Removing Sales Team Members (Opportunity)
Tasks (Opportunity)
Creating a Task (Opportunity)
Maintaining Task Details (Opportunity)
Forecast Tab
I Create and submit forecasts
Creating and Submitting Forecasts
Viewing Forecast History
Opportunity Worksheet
I Create an opportunity level forecast
Product Category Worksheet
Creating Opportunity Level Forecasts Using Opportunity Worksheets
Creating Product Level Forecasts Using Product Category Worksheets
Customer Tab
I Organizations
Organization Subtab
Creating a New Organization
Maintaining Organization Details
Searching for an Organization
Creating and Maintaining Relationships
Creating an Organization to Organization Relationship
Creating a Person to Organization Relationship
Creating and Maintaining Opportunities
Notes (Organization)
Creating a Note (Organization)
Viewing a Note (Organization)
Sales Teams (Organization)
Adding Sales Team Members (Organization)
Adding Partners to Sales Teams (Organization)
Removing Sales Team Members (Organization)
Tasks (Organization)
I Create a task
Creating a Task (Organization)
Person Subtab
Creating a Person
Maintaining Person Details
Searching for a Person
Creating and Maintaining Relationships (Person)
Creating a Person to Person Relationship
Creating and Maintaining Opportunities (Person)
Notes (Person)
Creating a Note (Person)
Viewing a Note (Person)
Sales Teams (Person)
Adding a Sales Team Member (Person)
Adding a Partner to a Sales Team (Person)
Removing a Sales Team Member (Person)
Tasks (Person)
Creating a Task (Person)
Mobile Tab

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Category:	Uncategorized.
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Upload Date:	09/12/2008
Copyright:	Attribution Non-commercial
Tags:	Relationship oracle Applications Management CRM sales customer Relationship oracle Applications Management CRM sales customer (fewer)

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Oracle® Field Sales Laptop Part No. A95947-02

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