Fusion Sales Accounts and Contacts

Sales accounts and their hierarchies are maintained in the Oracle Fusion Customer Center application.

Sales accounts are Parties with the usage Sales Account and a sales account profile containing sales information specific to the party. When a party has one 'sell-to' address, it ceases to be a sales prospect and becomes a new sales account. When the party purchases something, it changes from a new to an existing sales account.

Create Sales Accounts and Contacts

Navigator > Customers under ‘Sales’

Click Create Accounts

Note: Customers are accounts with whom you already have products sold.

Note: Click the Save and Continue button to fill in more information about this account.

Select an existing contact or add a new contact by clicking the Create Contact button.

Note: Oracle Sales Cloud will check the name, phone and email address fields for a contact and will alert you of possible duplicates. You can then select the correct record to prevent duplication, or you can continue creating the new record.

Verifying Contacts

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