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Getting Started > What To Do First

What To Do First

Your company administrator has probably imported company-wide records for accounts, contacts, leads, and so on. Follow these instructions to get you up and running quickly:

• Signing In as a New User
• Updating Your Personal Details
• Displaying Your Tabs
• Importing Your Contacts
• Creating Records
• Finding Records
• Updating Record Details
• Linking Records to Accounts

TIP:  Click the Help link from any page for information regarding procedures, concepts, and guidelines specific to the record type you are working with. From any Help window, you can access the PDF version of the help content, allowing you to print a range of topics or the entire help content.

Note for first-time users:

• You might not see data in reports for the first 24-hour period after signing in because most reports are updated nightly. For example, the reports appearing on the Accounts, Contacts, and Opportunities Homepages will not show data until after that initial period.
• You may not see forecasts, either, because forecast records are generated once a week or once a month. When generating forecast records, the system checks several fields in your records to determine which information to include in the forecast calculations. Therefore, forecast records don’t appear until the specified period has elapsed and data exists to include in the forecast.

About Running Other Applications

Other applications running in the background might interfere with Oracle CRM On Demand. For example, pop-up blockers can cause your mouse to lock. If you encounter some unconventional behavior, make sure these applications are not running:

• Virus checkers
• External Java Runtime Environments
• Pop-up blockers
• External toolbars for your browser

NOTE: Ensure that your browser settings allow JavaScript to run and pop-up dialog boxes to display.