Last updated on OCTOBER 26, 2016
Applies to:Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.
Language: English-American Course Length: 15 minutes
This course gives administrators an overview of how CRM On Demand is typically used, so they can more effectively set up and customize the application for their companies. It explains how the primary record types are used and how they are related to one another in the application. The course also points out some of the ways in which the administrator can customize the application to meet the requirements of the company.
This course covers these topics:
• How a typical sales representative uses the application
• How a typical service representative uses the application
• Primary record types and their relationships to one another
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